Financial Services Representative

3 days ago


South Woodstock, Connecticut, United States Anthony Quillian Insurance and Fina Full time
About the Role

This is an exciting opportunity to join our insurance and finance team as an Insurance Sales Representative. In this role, you will be responsible for selling insurance products and services to clients, developing strong relationships, and meeting or exceeding sales targets.

Key Responsibilities:

  • Identify and prospect potential clients through networking, referrals, and warm calling.
  • Conduct needs assessments to understand clients' insurance requirements and provide appropriate product recommendations.
  • Present and explain insurance policies, coverage options, and benefits to clients in a clear and comprehensive manner.
  • Develop and maintain strong relationships with clients to ensure customer satisfaction and retention.
  • Meet and exceed sales targets and performance metrics on a regular basis.

Qualifications:

  • High school diploma or equivalent; a bachelor's degree in business, finance, or a related field is preferred.
  • Valid insurance license (or the ability to obtain one within a specified timeframe).
  • Previous experience in sales, preferably in the insurance industry, is a plus.


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