Overview
We are seeking a dynamic and customer-focused individual to provide Financial Services with life insurance license t to join our team. This role involves engaging with clients to assess their insurance needs, providing tailored solutions, and building lasting relationships. The ideal candidate will possess strong communication skills, background in sales, and a passion for helping clients protect their financial future. Office is fun laid back but is driven by helping and making money. Bilingual abilities and experience in outside sales or retail sales are highly valued to effectively serve diverse customer bases. High ticket services.
THIS ISN'T A JOB.. IT'S A BUSINESS
Duties
- Engage in outside sales activities to identify potential clients and expand our customer base
- Conduct thorough analysis of clients' insurance needs and recommend appropriate policies
- Manage sales administration tasks, including processing applications and maintaining accurate records
- Negotiate policy terms with clients to ensure mutual satisfaction and compliance with company standards
- Utilize marketing strategies to promote insurance products and increase brand awareness
- Provide exceptional customer service by addressing inquiries, explaining policy details, and assisting with claims processes
- Maintain compliance with HIPAA regulations and other relevant privacy standards during client interactions
- Assist in benefits administration and support clients in understanding their coverage options
- Conduct telemarketing campaigns to generate leads and follow up with prospective clients
- Collaborate with team members to achieve sales targets and improve overall service delivery
Requirements
- Proven experience in insurance sales, retail sales, or telemarketing is preferred
- Strong negotiation skills and the ability to close sales effectively
- Excellent communication skills, both verbal and written, with an emphasis on active listening
- Multilingual or bilingual abilities are a plus for serving diverse populations
- Knowledge of marketing techniques and sales administration processes
- Analysis skills to evaluate client needs and recommend suitable insurance solutions
- Customer service orientation with a professional demeanor
- Ability to work independently in outside sales environments while maintaining team collaboration
- Familiarity with HIPAA regulations related to client privacy is desirable
Join our team as an Finiancial Service representative t to leverage your sales with high ticket commission sales talents while building a business making a positive impact on clients’ financial security. We value professionalism, dedication, and a proactive approach to building lasting client relationships.
Pay: $15,000.00 - $90,000.00 per month
Benefits:
Work Location: Hybrid remote in Arlington, TX 76011
