What are the responsibilities and job description for the Sales Specialist position at Legacy Trust Financial Group?
Company Description
Legacy Trust Financial Group is dedicated to providing middle-income Americans with personalized financial solutions to protect their families, income, and assets. With expertise in mortgage protection and final expense life insurance, we collaborate with multiple A-rated carriers to offer comprehensive and tailored coverage. Guided by our 360 Leadership Values—integrity, dedication, and holistic support—we aim to create meaningful impacts in the lives of our clients. As we expand nationwide, we welcome motivated individuals who are passionate about helping others and committed to success to join our dynamic team.
Role Description
This is a full-time, remote Sales Specialist role. The Sales Specialist will engage with prospective clients to identify their financial protection needs, present tailored insurance solutions, and guide them through the enrollment process. Responsibilities include maintaining strong customer relationships, delivering exceptional service, and meeting sales goals. The role also involves attending training sessions and collaborating closely with team members to enhance operational efficiency.
Qualifications
Legacy Trust Financial Group is dedicated to providing middle-income Americans with personalized financial solutions to protect their families, income, and assets. With expertise in mortgage protection and final expense life insurance, we collaborate with multiple A-rated carriers to offer comprehensive and tailored coverage. Guided by our 360 Leadership Values—integrity, dedication, and holistic support—we aim to create meaningful impacts in the lives of our clients. As we expand nationwide, we welcome motivated individuals who are passionate about helping others and committed to success to join our dynamic team.
Role Description
This is a full-time, remote Sales Specialist role. The Sales Specialist will engage with prospective clients to identify their financial protection needs, present tailored insurance solutions, and guide them through the enrollment process. Responsibilities include maintaining strong customer relationships, delivering exceptional service, and meeting sales goals. The role also involves attending training sessions and collaborating closely with team members to enhance operational efficiency.
Qualifications
- Strong skills in Communication and Customer Service
- Proven ability in Sales and Sales Management
- Experience in Training and coaching team members
- Proactive problem-solving and organizational skills
- Goal-oriented mindset with the ability to meet and exceed performance targets
- Ability to build rapport and establish trust with clients
- Previous experience in the insurance or financial services industry is an advantage
- High school diploma or equivalent; a bachelor's degree is a plus
- life insurance license