Bachelor's degree in finance, economics, accounting, or related field preferred.
Ability to obtain necessary financial service licenses.
Experience as a financial services representative.
Understanding of financial legislation.
Proficient in Microsoft Office applications.
Strong mathematical aptitude.
Excellent analytical and problem-solving skills.
Effective communication and customer service skills.
Proven success in meeting sales goals or quotas.
Responsibilities
Educate customers about insurance options through a needs-based review.
Collaborate with the agent to set and achieve marketing goals.
Generate leads and schedule appointments based on customer needs.
Market relevant products and services to prospective clients.
Benefits
Salary plus commission/bonus
Paid time off (vacation and personal/sick days)
Health benefits
Growth potential and advancement opportunities within the office.
Full Job Description
Responsive recruiter
ROLE DESCRIPTION:As a with , you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Use a customer-focused, needs-based review process to educate customers about insurance options.
Work with the agent to establish and meet marketing goals
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
QUALIFICATIONS:
Bachelor's degree in finance, economics, accounting, or a related field preferred (not required).
Must be able to obtain relevant financial service licenses.
Proven experience working as a financial services representative.
Sound knowledge of financial legislation.
Proficiency in Microsoft Office applications.
Strong mathematical skills.
Excellent analytical, organizational, and problem-solving skills.
Effective communication skills.
Exceptional customer service skills.
Successful track record of meeting sales goals/quotas preferred
BENEFITS:
Salary plus commission/bonus
Paid time off (vacation and personal/sick days)
Health benefits
Growth potential/Opportunity for advancement within my office
Compensation: $60,000.00 - $200,000.00 per year
If you are self-motivated, possess an entrepreneurial spirit and have a desire to win and achieve results, please consider joining our team.
