Financial Services Representative

3 days ago

Arcadia, United States Family Financial & Insurance Services Full time

Job Overview:
We are looking for highly motivated self-starters who are interested in entrepreneurial income opportunites in our Arcadia office. We are looking for a few key individuals who possess strong phone skills to handle client requests for insurance protection.

**Duties**:

- Introduce their clients to all available insurance policy options and clearly explain them
- Promote and sell a variety of insurance products
- Run a proper risk-assessment for qualification
- Arrange a payment method with the insured in writing
- Follow up on claims filed by clients
- Calculate premiums based on medical information and other discussed factors
- Interview prospective clients
- Process all insurance policy requests

Qualifications:

- Strong customer service skills with the ability to effectively communicate with customers
- Proven sales skills or open to learning the ability to upsell products and services
- Excellent math skills with the ability to perform calculations accurately
- Detail-oriented with strong organizational skills

**Benefits**:

- Competitive commission rates
- Comprehensive training program provided
- Opportunities for career advancement within the company

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

Pay: $35,000.00 - $150,000.00 per year

Expected hours: 10 - 40 per week

Schedule:

- Monday to Friday

Work Location: Hybrid remote in Arcadia, CA 91007

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