Financial Services Agent

Job Summary

Join our dynamic team as a Financial Services Agent, where your enthusiasm for client engagement and financial solutions will drive meaningful connections and help individuals achieve their financial goals. In this energetic role, you will provide expert guidance on insurance products, benefits administration, and financial services, ensuring clients receive personalized support. Your proactive approach and excellent communication skills will empower you to build lasting relationships while navigating insurance regulations and sales processes with confidence. This paid position offers a vibrant environment where your sales acumen and customer service expertise can truly shine.

Responsibilities

• Engage with clients through outside sales efforts, including telemarketing and community outreach, to promote insurance and financial products.
• Conduct thorough client needs analysis to recommend suitable health, life, property casualty, and commercial insurance solutions.
• Negotiate terms and coverage options with clients to secure mutually beneficial agreements while maintaining compliance with insurance regulations.
• Manage sales administration tasks using CRM systems to track leads, follow-ups, and policy details efficiently.
• Build strong customer relationships through personalized communication, ensuring high levels of customer satisfaction and retention.
• Collaborate with marketing teams to develop strategies that attract new clients and expand existing accounts.
• Stay informed about industry trends, regulatory changes, and product updates related to health insurance, benefits administration, HIPAA compliance, and other relevant areas.

Requirements

• Proven experience in outside sales or retail sales environments with a focus on client interaction and negotiation.
• Strong analysis skills to assess client needs and recommend appropriate insurance products.
• Bilingual abilities are highly desirable to serve diverse customer bases effectively.
• Knowledge of insurance products including health, life, property casualty, and commercial insurance is essential.
• Familiarity with insurance regulation, HIPAA standards, and benefits administration processes.
• Proficiency in Microsoft Office applications and CRM systems for sales tracking and client management.
• Excellent communication skills for client consultation, negotiation, and relationship building.
• Sales administration experience combined with a background in telemarketing or marketing strategies is preferred.

Embark on a rewarding career where your passion for helping others meets your talent for sales! We are committed to supporting your professional growth in a vibrant environment that values energetic engagement and transparent communication.

1099/Commission Based

Pay: $28,000.00 - $250,000.00 per year

Benefits:

• Flexible schedule
• Work from home

Work Location: Hybrid remote in Fort Lauderdale, FL 33309

Salary : $28,000 - $250,000