Financial Services Consultant
2 weeks ago
We are seeking a dynamic and career-focused professional to become a part of our agency. As a member of the team, you will foster and enhance customer relationships within the community to promote a range of insurance products, including auto, home, and life coverage.
Key Responsibilities- Implement a customer-centric, needs-based review process to inform clients about various insurance options.
- Collaborate with the agent to set and achieve marketing objectives.
- Generate leads, arrange meetings, assess client needs, and promote suitable products and services.
- Competitive salary with commission and bonus opportunities
- Paid time off, including vacation and personal/sick days
- Opportunities for professional growth and advancement within the agency
- Preferred experience in sales (whether outside sales, inside sales representative, retail sales associate, or telemarketing)
- Demonstrated success in achieving sales targets and quotas
- A genuine enthusiasm for the role that insurance and financial products play in assisting individuals to manage everyday risks, recover from unforeseen events, and achieve their aspirations
- Self-driven and motivated
- Detail-oriented with strong organizational skills
- Ability to deliver presentations to prospective clients
- Must be able to obtain a Property and Casualty license
- Must be able to obtain a Life and Health license
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