Financial Services Representative

Overview

Join our dynamic team as a Financial Services Representative and become a vital part of delivering exceptional financial solutions to clients. In this energetic role, you will engage with customers to understand their financial needs, promote a broad range of insurance products and financial services, and build lasting relationships that foster trust and loyalty. Your proactive approach and enthusiasm will drive customer satisfaction and contribute to the growth of our organization. This paid position offers an exciting opportunity to develop your sales expertise while making a meaningful impact on clients’ financial well-being.

Duties

• Actively identify and pursue new sales opportunities through outside sales efforts, including community outreach and telemarketing campaigns
• Engage with clients to assess their insurance and financial needs, providing tailored recommendations for health, life, property casualty, and commercial insurance products
• Negotiate terms and coverage options with clients to ensure mutually beneficial agreements that meet regulatory standards
• Manage client relationships by maintaining regular communication, addressing inquiries promptly, and providing exceptional customer service
• Administer benefits programs and assist clients with benefits administration processes
• Utilize CRM (Customer Relationship Management) systems to track client interactions, sales activities, and follow-up tasks efficiently
• Stay informed about insurance regulation changes and industry trends to ensure compliance and provide accurate advice

Skills

• Proven experience in outside sales, retail sales, or telemarketing with a focus on client engagement
• Strong negotiation skills coupled with excellent communication abilities in multiple languages or bilingual proficiency preferred
• Knowledge of insurance products including health, life, property casualty, and commercial insurance is highly desirable
• Familiarity with sales administration tasks and analysis skills to evaluate client needs effectively
• Proficiency in Microsoft Office applications and CRM systems for documentation and client management
• Exceptional customer relationship building skills paired with outstanding customer service orientation
• Understanding of insurance regulation standards to ensure compliant practices in all client interactions

Embark on a rewarding career where your enthusiasm for sales meets your passion for helping others secure their financial future. We’re committed to supporting your growth every step of the way!

Pay: $3,000.00 - $10,000.00 per month

Benefits:

• Flexible schedule

Work Location: In person