Insurance and Financial Services Professional

2 days ago


Walnut Creek, California, United States SupportFinity Full time

About Our Agency: At SupportFinity, we pride ourselves on being a trusted partner for our customers' insurance and financial needs. Our team of experts is committed to delivering exceptional service and helping individuals and businesses achieve their goals.

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Role Overview: As a Sales and Marketing Representative, you will play a critical role in driving business growth and building strong relationships with our customers. This is an excellent opportunity for someone who is passionate about sales and marketing and wants to make a real impact in our community.

Responsibilities:

  1. Develop and implement sales strategies to drive business growth and increase revenue
  2. Build and maintain strong relationships with customers through regular communication and follow-up
  3. Provide expert advice and recommendations to customers on insurance and financial products
  4. Collaborate with the sales team to achieve sales targets and exceed customer expectations
  5. Analyze sales data and market trends to identify opportunities for growth and improvement

Requirements and Qualifications:

  • Proven sales and marketing experience in the insurance or financial services industry
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment and meet deadlines
  • High school diploma or equivalent required; bachelor's degree preferred
  • Property and Casualty license (must be able to obtain); Life and Health license (must be able to obtain)

Benefits:

  • $55,000 - $75,000 per year salary
  • 401K plan with company match
  • Health benefits, including medical, dental, and vision coverage
  • Paid time off and holidays
  • Opportunities for professional development and career advancement

About Our Team: Our team at SupportFinity is comprised of experienced professionals who are passionate about delivering exceptional service and helping our customers achieve their goals. If you share our values and are looking for a challenging and rewarding sales opportunity, please consider joining our team.



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