ROLE DESCRIPTION :

Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options.

Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.

RESPONSIBILITIES :

• Use a customer-focused, needs-based review process to educate customers about insurance options.
• Work with the agent to establish and meet marketing goals
• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.

QUALIFICATIONS :

• Series 6 or 7, and 65 required.
• Must have 215 Life and Health Insurance License.
• Proven experience working as a financial services representative for Life Insurance Premium goals and Annuities.
• Proficiency in Microsoft Office applications.
• Strong mathematical skills.
• Excellent analytical, organizational, and problem-solving skills.
• Effective communication skills.
• Exceptional customer service skills.
• Successful track record of meeting sales goals / quotas

BENEFITS :

• Salary plus commission / bonus
• Paid time off (vacation and personal / sick days)
• Health benefits
• Growth potential / Opportunity for advancement within my office

Last updated : 2024-04-25