Financial Services Representative

2 days ago


Monroe, North Carolina, United States Alchemy Financial Group Full time
About the Opportunity

We're seeking a highly skilled and experienced Insurance Agent to join Alchemy Financial Group. As an Insurance Agent, you'll be responsible for developing and implementing strategies to increase sales and revenue growth.

Our ideal candidate will have a proven track record of success in sales and customer service. If you think you'd excel in this role, we'd love to hear from you.

Key Responsibilities:
  • IDentify new business opportunities and develop strategies to increase sales and revenue growth.
  • Develop and maintain strong relationships with clients and partners.
  • Maintain accurate and up-to-date client records.
  • Process insurance renewals and work to retain clients.
  • Track and resolve insurance claims efficiently.
  • Manage and distribute policy funds after a claim has been settled.
  • Respond to client and potential client insurance-related inquiries promptly and professionally.

Requirements:
  • [2+] years experience as an Insurance Agent.
  • BA/BS in business, economics, or related field preferred.
  • Appropriate insurance licensing where required by law.
  • Proven track record of success in sales and customer service.
  • Excellent communication and negotiation skills.
  • In-depth knowledge of different types of insurance, including life, health, and car insurance.
  • Strong organizational and time-management skills.
  • Proficient software skills, including Microsoft Office Suite.

Estimated Salary: $70,000 - $90,000 per year

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