What are the responsibilities and job description for the Financial Representative position at Tharp Consulting?
Role Overview
Participate in an Accelerator Program focused on developing the skills to sell individual insurance products and build a financial practice.
Key Responsibilities
Participate in an Accelerator Program focused on developing the skills to sell individual insurance products and build a financial practice.
Key Responsibilities
- Advise clients on insurance needs and product fit
- Prospect for new business and expand a client base
- Explain insurance products clearly and help clients understand coverage
- Coordinate insurance applications and support the underwriting process
- Apply training through hands-on projects and ongoing mentorship
- Conduct local travel as required for client and business development needs
- Strong communication and client-facing skills
- Ability to learn and apply product knowledge
- Comfort with sales and business development activities
- Detail-oriented approach to applications and underwriting coordination
- Motivation to build and grow a financial practice