Financial Sales Representative
October 20
Description
• Become familiar with and retain information about the insurance plans offered • Work with our proven lead system to help potential clients and attempt to build working relationships with them • Engage with prospective clients through email, phone, or via Zoom to discuss the company’s insurance offerings • Work with clients to find the plan that best suits their needs, explaining the pros and cons of each option • Assist clients by giving customized quotes, trying to find something within their budget • Explain approved policies to customers • Answer client questions as needed • Regularly revisit clients to reevaluate their policy needs, suggesting modifications and updates • Stay knowledgeable of insurance trends and practices
Requirements
• We will help you get your license if you are not already licensed in Life and Health • Outgoing personality with strong persuasive and sales skills • Excellent communication and interpersonal skills • Superb organizational and multitasking skills • Basic math and data skills • Computer literacy
Benefits
• Discounted Health, Dental and Vision insurance • Life Insurance • Ability to earn trips and bonuses • Training and mentorship provided
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