Overview
We are seeking a Financial Services Representative with a Life/Health Insurance License. If you have a Life/Health Insurance License already then that would be great but we can also train you while you get your license. So either is acceptable. You can work from our office or from your Home location. If working from your home location then you need to be dedicated to reaching out to your customers and providing great support.
Are you looking for a career where you make a difference? Are you tired of bureaucracy , limitations on product offerings, capped earnings, and quotas? Have you always wanted to be your own boss? We are seeking a motivated and dynamic Financial Services Representative to join our team. The ideal candidate will be responsible for providing exceptional customer service while analyzing clients' needs and offering solutions. This role requires strong communication skills, a willingness to learn and grow, the ability to build lasting relationships with clients, and the drive to succeed and make a difference in your clients lives everyday.
Duties
- Conduct thorough assessments of clients' financial/insurance needs and recommend appropriate actions to reach their financial goals.
- Engage in outside sales activities, including networking and attending community events to promote our brand and products.
- Provide excellent customer service by addressing client inquiries, resolving issues, and ensuring satisfaction.
- Maintain accurate records of client interactions and sales activities through effective sales administration practices.
- Utilize telemarketing techniques to reach out to potential clients and schedule appointments for consultations.
- Collaborate with team members to achieve overall sales goals and contribute to a positive team environment.
Qualifications
- Strong analytical skills with the ability to assess client needs and market conditions effectively.
- Excellent communication skills, both verbal and written, with an emphasis on building rapport with clients.
- Experience in outside sales and telemarketing is beneficial but not mandatory.
- A commitment to providing outstanding customer service and maintaining professional relationships with clients.
- Ability to work independently as well as part of a team in a fast-paced environment.
Join us as we strive to provide top-notch insurance solutions while fostering a supportive work culture that values growth and development!
Job Types: Full-time, Part-time
Benefits:
- Flexible schedule
- Work from home
Work Location: Remote
Pay: $52,412.53 - $250,000.00 per year
Work Location: Remote
