Financial Services Professional
5 days ago
Company Overview
Serenia Life Financial has been helping people protect the ones they love and live generously for close to a century. Our philosophy is to understand our clients' financial needs and provide proactive solutions.
About the Role
This is an opportunity for a motivated self-starter who thrives in a fast-paced environment to have a rewarding career with excellent income and growth potential.
Key Accountabilities
- 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)
Requirements
- 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
What Sets Us Apart
- Competitive compensation commission structure, base bonus, and monthly sales contests
- Ongoing training focused on improving the skill set and technical knowledge of our team
- Yearly sales conventions
- Working in a team environment that has a strong focus on giving back to our communities
- Remote work from home opportunity to create your optimal work/life balance
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