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Financial Insurance Specialist
2 months ago
We are a company that has been helping people protect their loved ones and live generously for close to a century. Our philosophy is to understand our clients' financial needs and provide proactive solutions.
Job SummaryWe are seeking a motivated and self-starting Financial Insurance Advisor to join our team. As a Financial Insurance Advisor, you will be responsible for creating deep relationships with clients, understanding their financial needs, and providing solutions to help them achieve their financial goals.
Key Responsibilities- Coordinating and compiling new business quotes and renewals
- Business Development - Outbound prospecting, scheduling appointments, identifying customer needs, and introducing appropriate products and services
- Providing a high level of customer service
- Applying best practices in all interactions through being ethical, professional, and doing so with integrity
- Digital Wealth Management (Insurance, Investments, and Mortgages)
- Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
- Successful track record of meeting sales goals/quotas preferred
- Excellent interpersonal skills
- Excellent communication skills - written, verbal, and listening
- Proactive in problem-solving
- Dedicated to customer service
- Ability to multi-task
- Ability to make presentations to potential customers
- LLQP or Willing to obtain
- Competitive commission compensation structure, base bonuses, and monthly sales contests
- Ongoing Training that is focused on improving the skill set and technical knowledge of our team
- Yearly Sales Conventions
- Getting to work in a team environment that has a strong focus to giving back to our communities
- A remote work from home opportunity, to create your optimal work/life balance
Anticipated Commission + Bonus Income: $80,000 per year
