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Financial Services Representative
2 months ago
Are you looking to make a meaningful impact while gaining valuable insights into the financial services industry? If you have ambitions of eventually managing your own enterprise but are not quite ready to take that leap, I invite you to explore this opportunity. As part of my agency team, you will receive mentorship and guidance in navigating the insurance sector while enhancing your leadership skills.
Key Responsibilities- Generate leads, arrange meetings, assess client needs, and promote suitable products and services.
- Build and maintain customer relationships, ensuring timely follow-ups.
- Deliver prompt, accurate, and courteous customer support, which may include addressing inquiries about insurance options, eligibility, coverage details, policy modifications, claims, and billing issues.
- Utilize a customer-centric, needs-based review approach to inform clients about various insurance solutions.
- Competitive salary with commission and bonus opportunities
- Retirement savings plan (401K)
- Paid time off, including vacation and personal/sick days
- Opportunities for professional growth and advancement within the agency
- Training in marketing property/casualty, life, health, banking, and mutual fund products
- Close collaboration with the agent to understand the operational aspects of the agency
If you are driven to excel and envision yourself thriving in this role, we encourage you to complete our application process. We will provide further details regarding the next steps in the selection process.
Please note that agents operate as independent contractors and are responsible for hiring their own staff. Employees of agents are not employees of the insurance company. This role is with an independent contractor agent, not the insurance company itself. Agents determine the licensing requirements and training programs necessary for their employees. Accepting a position with an agent does not guarantee any preference in future opportunities with the insurance company.
