Overview
Redeemer Division Trust is dedicated to growing financial literacy in underserved communities. Our current office is in Rockville, MD, where the organization focuses on innovation and excellence in financial literacy and money portfolio expansions using insurance products as to increase inheritance and wealth. Redeemer Division Trust is committed to fostering a professional environment that values integrity, collaboration, and professional growth by building sustainable partnerships. The organization aims to create lasting positive impacts.
Role Description
Join our dynamic team as a Financial Services and Marketing (Insurance Consultant), where you'll drive innovative strategies and deliver impactful solutions within the insurance services sector. This role offers an exciting opportunity to lead a team across functions, lead large-scale organizational change, and develop community-wide solutions that enhance client value.
This is a part-time or full-time hybrid role at Redeemer Division Trust, based in Rockville, MD. The role combines minimal on-site requirement and remote work. Each candidate will prepare and analyze client financial and life goals, while recommending financial strategies. In addition, the position requires evaluating financial performance, creating illustrations, and ensuring compliance with state and federal regulations, alongside regular communication with relevant stakeholders on key financial matters.
You will leverage your expertise in management consulting, business analysis, and working with people to shape transformative initiatives that propel and grow our client's money portfolio. If you thrive in a fast-paced environment, excel at cross-functional collaboration, and are passionate about delivering measurable results, this position is your next career milestone.
Responsibilities
- Lead strategic planning efforts to develop comprehensive financial services and marketing strategies aligned with client objectives.
- Assess client needs and recommend appropriate insurance products.
- Negotiate terms and conditions of insurance policies with clients.
- Analyze market trends to identify opportunities for growth and improvement.
- Maintain accurate records of client interactions and sales activities.
- Provide exceptional customer service throughout the sales process and beyond.
- Stay informed about industry regulations, including HIPAA compliance, to ensure adherence in all transactions.
- Collaborate with team members on sales administration tasks to streamline processes.
Qualifications
- Proficiency in time management
- Strong Analytical Skills for problem-solving and data interpretation
- Effective Communication skills to collaborate with internal and external stakeholders
- Willing to work off hours (nights and weekends)
- Must be 18yrs
- Willing to learn and is coachable
- Committed to success
- Proven experience in management consulting or a related field within the financial services, insurance and/or marketing sectors.
- Demonstrated ability to lead teams through large-scale organizational change management initiatives.
Pay: $50,000.00 - $120,000.00 per year
Benefits:
- Dental insurance
- Employee discount
- Flexible schedule
- Health insurance
Ability to Commute:
- Rockville, MD 20852 (Required)
Work Location: Hybrid remote in Rockville, MD 20852
