Top 103 Tele Financial Representative Jobs

Business Development Representative -FMO Health Insurance
Alliant Insurance Services —Fort Lauderdale, FL
- $60,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
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Quick Apply
11d
Card Member Services Representative I
CEFCU —Peoria, IL
- $18.56 - $21.81 an hour
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Marketing Database Coordinator
Little Creek Casino Resort —Shelton, WA
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Business Engagement Manager FMS
Ryder System —Richland, MS
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Register Nurse (RN)
Axess Health Solutions —Dallas, GA
- $42 - $45 an hour
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12d
Financial Representative
LPL Employee Services —Austin, TX
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Financial Representative
LPL Financial —Oak Brook, IL
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Member Services Representative I - Teller/Banker (Previous Financial Experience Not Required)
HealthCare Associates Credit Union —Des Plaines, IL
- $20.70 - $24.84 an hour
- Full-time
- Microsoft Word
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US Courts - Financial Policy Writer
Forge Group, LLC —Washington, DC
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- 7 years
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Financial Center Client Services Representative II
Liberty Savings Bank, FSB —Sarasota, FL
- Full-time
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Senior Financial Representative
LPL Financial —Oak Brook, IL
- $99,000 - $165,000 a year
- Full-time
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- Bachelor's degree
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AVP, Practice Development Manager Dental - Metro (SE Florida)
Synchrony —Florida
- $75,000 - $130,000 a year
- Weekends as needed
- 18 years or older
- Spanish
- Dental office
- Work from home
13d
B2B Telephone Sales Representative – Finance
Shopfunder —New York, NY
- Full-time
- Office
- High school diploma or GED
- Bachelor's degree
Quick Apply
AVP, Practice Development Manager Metro - Dental (San Antonio Metro/South Texas)
Synchrony —Texas
- $75,000 - $130,000 a year
- Weekends as needed
- 18 years or older
- Spanish
- Dental office
- Work from home
11d
AVP, Practice Development Manager Dental – Metro (San Diego)
Synchrony —California
- $75,000 - $130,000 a year
- Weekends as needed
- 18 years or older
- Spanish
- Dental office
- Work from home
12d
Fraud Prevention Representative
CEFCU —Peoria, IL
- $20.20 - $23.75 an hour
- Full-time
- Hybrid work
- Word processing
- Writing skills
- Mid-level
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Teleservices Representative - Omaha, Bellevue, Norfolk Locations
Physicians Mutual —Omaha, NE
- $19.46 an hour
- Full-time
- Continuous improvement
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Risk Management Specialist
Houston Federal Credit Union —Sugar Land, TX
- Full-time
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Insurance Account Representative - State Farm Agent Team Member
Ben Goode - State Farm Agent —Murrieta, CA
- $44,000 - $65,000 a year
- Full-time
- Spanish
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- Office
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Account Executive
Realtor.com Careers —Phoenix, AZ
- $55,000 a year
- 8 hour shift
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- 3 years
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Business Development Representative -FMO Health Insurance

Alliant Insurance Services -
Fort Lauderdale, FL

Quick Apply

Job Details

Full-time
$60,000 a year
11 days ago

Qualifications

Health insurance knowledge
Life & Health Insurance License

Full Job Description

Alliant Insurance Services is hiring a Business Development Rep out of our ONeill Marketing Office

O'Neill is America's #1 FMO We help agents grow their book with ACA, Off-Market Major Medical, and Ancillary products - backed by streamlined onboarding, real-time support, and top-tier tech.

SUMMARY
Responsible for providing a wide variety of support services to promote ONeil Marketings product portfolio and develop and support the Marketing Department to increase company revenue and profit; and has a leadership role with less experienced marketers and carrier relations; and participates in setting the strategic direction of the department and represents the company professionally at outside events.
ESSENTIAL DUTIES AND RESPONSIBILITIES

Agent Support Functions: Promote Oneil Marketings product portfolio at a “proficient” level to qualify for the Senior Marketing Consultant position within product area and the ability to cross-sell, educate and promote all company products and services. Have proven ability to operate at an expert level when working with the technology required to produce at a high level. This includes, but is not limited to the software, hardware, tools, websites and web-based programs that the company utilizes to execute this position.
Team Roster: Develop assigned marketing plans and provide service assistance to agents; Handle 50–100 telephone calls per day with agencies and agents on all aspects of assigned products; Recruit, train, service and assist agents to enable agents to produce at highest level possible; Assist agents/agencies with issues including recruit kits for carriers, training, contracting, certification, transactional issues such as electronic signature, telephonic signatures and app-by-email; Communicate with agents regularly regarding product information, rate changes and key agent benefits; Monitor compliance with program reporting rules and sales requirements; Provide technical support training, sales and marketing coaching; Identify and cultivate top producers; Identify problem agents; Recruit agents to participate in special opportunities, such as new lead sources, alternative methods of enrollment (e-commerce, e-signature, tele-app., etc.). Develop a Team Roster of agents/agencies and maintain regular contact/support. Manage Team Roster and excel in managing book of business. Show a proven pattern of managing complex relationships and the ability to support/educate/establish credibility with biggest producers. It may also require the ability to help train the field, as well as internal employees, on compliance and suitability requirements to do business with certain carriers. Normally there should be no communication directly with the end consumer; all communications with the end consumer should be made by and through the Agent. There can be exceptions to this rule based on specific circumstances and requests. For example, a marketer cannot participate in the closing of a sale or make recommendations. However, it may be possible to lend support regarding specific product information. This needs to be reviewed and approved by a marketing supervisor prior to the conversation taking place.
Leadership Responsibilities: Demonstrated expertise in all aspects of the job including task management, carrier knowledge, technology, problem solving, negotiating and marketing strategies. Represents company at carrier meetings, teleconferences and has authority to contact selected carrier reps to resolve problem situations. Serves as a resource for newer marketers in mastering the role. Follows all company procedures and fully capable to manage the most sensitive relationships. Develops strong relationships between departments and communicates effectively in writing, phone and stand-up presentations. Has assigned regional responsibilities for carriers that are managed regionally. Regularly leads discussions at Department marketing meetings and is respected by peers, carriers and producers.
Department Support Functions: Update and maintain system information in accordance with policies and procedures; Manage Team Roster; Update and maintain task list. Have working knowledge of Who Quit Writing, Debit Balances, MGA reports, lead distribution/lead management, incomplete contracts, certification process, moving agents and agencies into production, able to conduct webinars and display/introduce SMS technology tools. Ability to conduct agent webinars, product introductions, special projects and prepare information for internal marketing meetings. Assist with training of new employees. Ability to travel on behalf of the company to attend meetings.

QUALIFICATIONS
EDUCATION / EXPERIENCE
High School Diploma or GED
Bachelor's Degree in Marketing or related field, or equivalent combination of education and experience
Five (5) or more years of General Insurance Industry or related field (financial Services, marketing, web-based business, business-to-business customer service or call center
Valid Life/Health Insurance License within 90 Days

SKILLS
Enhanced knowledge of insurance services industries and specific current knowledge of product lines assigned to the marketer.
Fully proficient in Oneil Marketing products, technology and services.
Highly experienced in working effectively with inbound and outbound callers/ customers.
Proficient at negotiating and problem solving to resolve internal and external conflicts.
Proven skill in initiating change needed to help Department improve processes and achieve business goals.
Proven skill in the use of office equipment including computer, fax, printer, telephone system, etc.
Proficient in the use of time management and organization skills and leads by example in terms of documentation, Contact Manager usage, etc.
Experience in maintaining effective working relationships with all customers, employees and the general public. Maintains confidentiality of discussions including SMS business strategy, carrier data, employee personal information; and any Nondisclosure Agreements that are entered into by the Company.
Excels in project management.
Proficient computer skills (Microsoft/Word, Excel, PowerPoint, Adobe Acrobat, MS Outlook software preferred) including conducting effective webinars with producers.
Proven ability to communicate effectively, both orally and in writing, in a constructive manner and properly document information such as contracts sent, conversations with agents and agent or company commitments in the Contact Manager.
Proven ability to approach and communicate with a wide range of personalities in a professional and courteous manner.
Proven ability to engage in effective interpersonal interaction, verbal communication and written communication.
Proven ability to persuade.
Successfully able to maintain a high level of organization and attention to detail while remaining flexible and responsive when faced with multiple urgent requests.
Proven ability to read, write and communicate English effectively and articulately.
Proven ability to maintain all company policies, including all confidentiality and safety policies.
Effectively and actively contribute to team effort.
Proven ability to work independently, exercise independent judgment, make and execute decisions.
Proven ability to be a self-starter motivated and accomplish goals and tasks within a given time frame.

Quick Apply

Refine Your Search

Tele Financial Representative jobs

Business Development Representative -FMO Health Insurance

Card Member Services Representative I

Marketing Database Coordinator

Business Engagement Manager FMS

Register Nurse (RN)

Financial Representative

Financial Representative

Member Services Representative I - Teller/Banker (Previous Financial Experience Not Required)

US Courts - Financial Policy Writer

Financial Center Client Services Representative II

Senior Financial Representative

AVP, Practice Development Manager Dental - Metro (SE Florida)

B2B Telephone Sales Representative – Finance

AVP, Practice Development Manager Metro - Dental (San Antonio Metro/South Texas)

AVP, Practice Development Manager Dental – Metro (San Diego)

Fraud Prevention Representative

Teleservices Representative - Omaha, Bellevue, Norfolk Locations

Risk Management Specialist

Insurance Account Representative - State Farm Agent Team Member

Account Executive

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