Financial Services Professional

Job Summary
Join our dynamic team as a Financial Professional, where you will play a vital role in guiding clients toward achieving their financial goals through personalized strategies and expert advice. This energetic position offers the opportunity to leverage your sales skills, communication prowess, and analysis expertise to build lasting relationships and deliver exceptional service. As a key member of our organization, you will educate clients on various financial products, including insurance options, while providing comprehensive support across sales administration and benefits management. Your multilingual abilities and negotiation skills will help you connect with diverse clients, making a meaningful impact in their financial journeys.

Duties

• Engage with prospective and existing clients through outside sales efforts, including retail sales and telemarketing campaigns, to promote financial products and services.
• Conduct thorough analysis of clients’ financial situations to recommend tailored solutions that align with their goals.
• Develop and execute strategic marketing initiatives to attract new clients and expand market reach.
• Negotiate terms of insurance sales and other financial products, ensuring mutual satisfaction and compliance with industry standards.
• Manage sales administration tasks such as processing applications, maintaining accurate records, and tracking client interactions.
• Provide exceptional customer service by addressing client inquiries promptly and professionally, fostering trust and long-term relationships.
• Assist clients with benefits administration, explaining policy options, coverage details, and claims procedures transparently.
• Ensure compliance with HIPAA regulations when handling sensitive health information during insurance sales or benefits discussions.
• Utilize multilingual communication skills to serve diverse populations effectively, enhancing overall client engagement.
• Support the implementation of marketing strategies to increase brand awareness and client acquisition efforts.

Experience

• Proven experience in outside sales or retail sales environments, demonstrating success in meeting or exceeding targets.
• Strong negotiation skills with the ability to influence decision-making positively.
• Experience in insurance sales or financial services is highly preferred, showcasing familiarity with industry products and regulations.
• Excellent communication skills—bilingual abilities are a significant advantage for engaging diverse client bases.
• Background in sales administration or related organizational tasks that require attention to detail and accuracy.
• Analytical skills to assess client needs effectively and recommend appropriate solutions.
• Knowledge of marketing principles to support outreach initiatives and client engagement strategies.
• Familiarity with benefits administration processes and customer service best practices enhances your ability to serve clients comprehensively. Join us as a Financial Professional where your enthusiasm for helping others achieve financial security will thrive! We are committed to supporting your growth through ongoing training opportunities while providing an inclusive environment that values your unique skills—especially your multilingual talents—and dedication to excellence in service delivery.

Job Types: Full-time, Part-time, Permanent

Pay: $500.00 - $2,000.00 per month

Benefits:

• Flexible schedule
• Work from home

Work Location: Hybrid remote in Beltsville, MD 20705

Salary : $500 - $2,000