Job Summary
Financial Services Representative – Entry Level
Company: Family First Choice Insurance
Job Type: Part-Time / Full-Time Opportunity
Location: South Florida / Flexible
Job Description
We are looking for motivated, professional individuals interested in building a career in the financial services industry. No prior experience is required. Training and support are provided to help qualified candidates obtain the necessary licenses and develop their skills.
Responsibilities
- Speak with individuals and families about their financial needs
- Help clients understand available financial and insurance solutions
- Schedule and conduct client appointments
- Follow up with prospective and existing clients
- Participate in training and professional development
- Build and maintain strong client relationships
Qualifications
- 18 years of age or older
- Strong communication and people skills
- Self-motivated and dependable
- Willing to complete required licensing
- Sales or customer service experience is helpful but not required
- Must be able to pass applicable background and licensing requirements
What We Offer
- Flexible schedule
- Training and mentorship
- Opportunity to obtain professional licenses
- Performance-based earning potential
- Leadership and advancement opportunities
- Opportunity to build a client base and develop a career in financial services
Compensation: Commission-based / performance-based compensation. Compensation varies based on production, licensing, and position.
If you're motivated, coachable, and interested in learning more about the financial services industry, we encourage you to apply.
Duties
- Engage in outside sales activities to identify and connect with prospective clients through various channels including telemarketing and community outreach
- Conduct thorough analysis of client needs to recommend suitable insurance products such as health, life, property, or casualty insurance
- Negotiate policy terms and premiums with clients to ensure mutual satisfaction while meeting company targets
- Build strong customer relationships by providing exceptional service, ongoing support, and benefits administration guidance
- Manage sales administration tasks using CRM systems and Microsoft Office tools to track leads, follow-ups, and policy details
- Stay informed on insurance regulations and compliance standards like HIPAA to ensure all client interactions adhere to legal requirements
- Collaborate with team members on marketing initiatives aimed at expanding our client base and increasing brand awareness
Requirements
- Proven experience in outside sales, retail sales, or telemarketing with a focus on insurance or related fields
- Strong negotiation skills coupled with excellent communication abilities in multiple languages; bilingual proficiency is a plus
- Knowledge of commercial insurance products including property casualty, health, and life insurance policies
- Familiarity with CRM systems, Microsoft Office applications, and sales administration processes
- Analysis skills to assess client needs accurately and recommend appropriate coverage options
- Understanding of insurance regulation standards such as HIPAA for health insurance or other relevant compliance protocols
- Customer service orientation with the ability to build rapport quickly and maintain long-term client relationships
- Ability to work independently in a fast-paced environment while managing multiple priorities effectively
Join us today as an Insurance Agent where your energy fuels success! We are committed to fostering a vibrant workplace that values your growth, supports your ambitions, and rewards your dedication. This paid role is ideal for motivated individuals eager to make a meaningful impact through personalized insurance solutions.
Pay: $8,000.00 - $350,000.00 per year
Benefits:
- Flexible schedule
- Parental leave
- Work from home
Work Location: Remote
