Financial Services Professional

2 days ago


New Brunswick, New Jersey, United States Schreiber Financial Service LLC Full time
Job Overview

Schreiber Financial Service LLC is seeking a highly motivated and results-driven Financial Services Representative to join our team. As a key member of our sales team, you will play a vital role in helping individuals and families secure their financial futures through our range of life insurance and supplemental health products.

Key Responsibilities:

  • Sales and Marketing: Actively seek new clients through networking, referrals, and community engagement. Promote our products to potential customers, understanding their needs and providing tailored insurance solutions.
  • Client Consultations: Conduct needs-based assessments to understand client circumstances and recommend appropriate insurance solutions, ensuring accurate documentation and timely follow-ups.
  • Policy Management: Assist clients with policy applications, renewals, and claims processes, providing ongoing support to ensure their needs are met.
  • Education and Support: Educate clients on the benefits of our insurance products, providing training and development opportunities to enhance product knowledge and sales techniques.
  • Performance Tracking: Meet or exceed sales goals and performance metrics established by management, participating in ongoing training programs to enhance skills and knowledge.

Requirements:

  • Education: High school diploma or equivalent; college degree preferred.
  • Skills: Strong interpersonal and communication skills, self-motivated with a desire to succeed in a sales-driven environment.
  • Experience: Prior sales experience is a plus, but not required; we provide comprehensive training.

Benefits:

  • Competitive Compensation: Competitive compensation structure, including commissions and bonuses.
  • Flexible Work Arrangements: Flexible work hours and the opportunity for remote work.
  • Professional Development: Ongoing training and professional development opportunities.

We are committed to providing a supportive and dynamic work environment that fosters growth and success. If you are passionate about helping others and looking to build a rewarding career in insurance sales, we encourage you to apply.



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