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Financial Services Representative

2 months ago

Sacramento, California, United States Spieldenner Financial Group Full time
Job Opportunity at Spieldenner Financial Group

About Us

Spieldenner Financial Group is a leading provider of financial services, dedicated to helping mid-market families protect their assets and achieve their long-term goals.

Job Summary

We are seeking highly motivated and results-driven individuals to join our team as Insurance Enrollment Specialists. As a key member of our team, you will be responsible for identifying and meeting the financial needs of our clients, providing personalized solutions to protect their families and assets.

Key Responsibilities

  • Conduct needs assessments to identify clients' financial goals and objectives
  • Develop and implement personalized financial protection plans to meet clients' needs
  • Build and maintain strong relationships with clients to ensure their ongoing satisfaction and loyalty
  • Stay up-to-date on industry trends and developments to provide expert advice to clients
  • Meet or exceed sales targets and performance metrics

Requirements

  • High school diploma or equivalent required; degree in finance, business, or related field preferred
  • 1-2 years of experience in sales, customer service, or related field
  • Strong communication and interpersonal skills
  • Ability to work in a fast-paced environment and meet sales targets
  • Knowledge of financial products and services a plus

What We Offer

Spieldenner Financial Group offers a competitive compensation package, including base salary, commissions, and bonuses. We also provide ongoing training and development opportunities to help you succeed in your role.

How to Apply

If you are a motivated and results-driven individual who is passionate about helping others achieve their financial goals, we encourage you to apply for this exciting opportunity.