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Financial Services Specialist

2 months ago

New Haven, Connecticut, United States National Financial Network Full time
Job Overview

We are seeking a highly motivated and customer-focused Financial Services Specialist to join our team at National Financial Network. As a key member of our insurance agency, you will play a vital role in helping us grow our client base and achieve our business objectives.

Key Responsibilities:

  • Business Development: Identify new business opportunities and develop strategies to attract and retain clients.
  • Client Relationship Management: Build and maintain strong relationships with existing clients, understanding their insurance needs and providing personalized solutions.
  • Insurance Product Expertise: Stay up-to-date on industry trends and developments, and provide expert advice on insurance products and services.
  • Administrative Tasks: Manage electronic and paper records, and ensure all contracting paperwork is accurate and up-to-date.

Requirements:

  • Insurance License: Active Life & Health insurance license is a strong asset.
  • Customer Service: Proven customer service experience or sales background.
  • Technical Skills: Familiarity with the Microsoft Office suite.
  • Interpersonal Skills: Strong interpersonal and communication skills.

About National Financial Network:

Established in 1951, National Financial Network is a reputable financial services firm dedicated to providing comprehensive financial strategies to our clients. Our vision is to cultivate a collaborative environment that empowers our team members to achieve their full potential.

We are committed to upholding the highest ethical standards, offering exceptional guidance and support to our clients, and fostering enduring relationships built on trust and integrity.

Our Values:

  • Believe in what you do: We are passionate about helping people achieve their financial goals.
  • We never stop learning: We stay up-to-date on industry trends and developments to provide the best possible service to our clients.
  • We have fun: We believe that a positive and supportive work environment is essential to our success.