Financial Services Representative

6 days ago


South Hill, Virginia, United States Alchemy Financial Group Full time

About the Insurance Sales Representative Position

We are seeking a skilled Insurance Sales Representative to join our team at Alchemy Financial Group. As a key member of our sales team, you will play a crucial role in expanding our business by identifying and acquiring new clients.

Key Responsibilities:

  • Develop and Implement Sales Strategies: Identify opportunities to sell insurance products and develop effective sales strategies to meet and exceed sales targets.
  • Build and Maintain Customer Relationships: Establish and maintain strong relationships with customers to ensure their needs are met and exceeded.
  • Customer Needs Assessment: Gather detailed information from customers to fully understand their needs and provide tailored solutions.
  • Reporting and Analysis: Prepare regular reports for management to track sales performance and identify areas for improvement.
  • Customer Service and Support: Respond to customer inquiries and resolve disputes in a timely and professional manner.
  • Product Knowledge: Stay up-to-date on company services and policies to provide accurate information to customers.
  • Compliance: Ensure all sales activities are conducted in accordance with company policies and procedures.

Requirements:

  • Experience: Proven experience in insurance sales or a related field.
  • Insurance Knowledge: A good understanding of insurance plans and policies.
  • Communication Skills: Excellent communication and interpersonal skills to build rapport with customers and colleagues.
  • Persuasion and Negotiation: Ability to persuade and negotiate with customers to meet sales targets.
  • Education: High school diploma or BA/BSc degree in Marketing or a related field.


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