What are the responsibilities and job description for the Entry level financial and insurance sales position at Lotus Business Solutions?
Job Title: Entry-Level Financial and Insurance Sales
Location: Hybrid
Job Type: Full-Time
About Us:
At Hire LBS, we specialize in connecting businesses with the best talent and innovative solutions. As part of our team, you’ll contribute to meaningful work in a company that values its people and fosters professional growth.
About the Role:
Hire LBS is seeking a proactive and driven Entry-Level Financial and Insurance Sales Representative to join our team! In this role, you will work with warm leads—individuals who have already expressed interest in life insurance. Your primary responsibilities will involve engaging with these prospective clients, visiting them when necessary to close sales, and contributing to the growth of our insurance division. This is a fantastic opportunity for individuals looking to start a rewarding career in financial services and insurance, in a supportive and flexible hybrid environment.
Key Responsibilities:
- Engage warm leads provided by the company—no cold calling required.
- Understand customer needs and offer tailored life insurance and financial solutions.
- Visit the office 1–2 times per week for training, meetings, and collaboration.
- Travel to customers' homes as needed to close deals and build relationships.
- Maintain and update accurate records of customer interactions in the CRM system.
- Collaborate with the sales team to refine strategies and improve the customer experience.
- Consistently meet or exceed performance metrics, including conversion goals.
- Stay informed about the company’s products, services, and market trends.
- Provide feedback to the management team to enhance lead quality and improve sales processes.
What We’re Looking For:
- Strong communication skills with a clear and confident manner.
- Self-motivated, goal-oriented, and eager to learn and grow in the financial services industry.
- Comfortable working independently and managing time effectively.
- Ability and willingness to travel locally to meet with clients.
- Previous experience in sales or customer service is a plus but not required—enthusiasm and a willingness to learn are essential.
What We Offer:
- Full-time hybrid role with flexible scheduling.
- Hands-on training and ongoing mentorship in financial and insurance sales.
- Career growth opportunities within a rapidly growing organization.
- Supportive, team-oriented environment with professional development resources.
Learn More About Us:
LinkedIn: Hire LBS LinkedIn
Website: Hire LBS
Job Type: Full-time
Work Location: On the road
