Financial Services Representative
6 days ago
We are seeking a highly motivated and customer-focused individual to join our team as a Financial Representative. As a Financial Representative, you will play a key role in helping our customers manage the risks of everyday life, recover from the unexpected, and realize their dreams.
Responsibilities:- Establish and maintain strong customer relationships through regular follow-ups and needs-based reviews.
- Use a customer-focused approach to educate customers about insurance options and provide personalized solutions.
- Competitive salary and commission/bonus structure.
- 401(K) 4% match.
- Monday-Friday fixed schedule (8:30 am - 5:30 pm).
- Paid time off (vacation and personal/sick days).
- Paid dental and vision insurance.
- $300 a month for health insurance.
- Growth potential and opportunities for advancement within our office.
- Bilingual - Spanish required.
- Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred.
- Successful track record of meeting sales goals/quotas preferred.
- Excellent interpersonal skills.
- Enthusiasm about the role insurance and financial products play in helping people manage risks and achieve their goals.
- Property and Casualty license (must be able to obtain).
- Life and Health license (must be able to obtain).
- Availability to work the following schedule: 8:30 am to 5:30 pm M-F.
- Bachelor's degree preferred.
We are an established, growth-oriented agency with a team of highly motivated individuals. We attribute our success to having a fun, energetic environment that is an enjoyable place to work. Our team works hard to reach our goals together as a team and have fun while we are doing it. Our team is comprised of results-oriented individuals that are serious about their development. We take pride in using our years of valuable experience to mentor individual team members and prepare them for successful careers.
About Our Agency:
- We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Business Insurance, College Planning, Health Insurance, and Renters Insurance.
- Our office is located in Orange.
- Our office is open Monday-Friday 8:30 am to 5:30 pm. Closed on Weekends.
- We have 10 team members at our agency.
- We have 110 years of combined insurance experience in our office.
- We have received awards including: President's Club, Chairman's Circle, Ambassador Travel, Legion of Honor, Million Dollar Round Table, Senior Vice President's Club, National Quality Award, Bronze Tablet, and New Agent Program Qualifier.
- Additional languages spoken: Spanish.
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