Financial Services Representative

6 days ago


Dallas, Texas, United States PR Financial Full time

About PR Financial

PR Financial is a leading provider of insurance solutions, dedicated to helping individuals and businesses achieve their financial goals. We are seeking a highly motivated and experienced Insurance Sales Agent to join our team.

Key Responsibilities

  • Develop new business opportunities by identifying and pursuing potential clients
  • Work closely with clients to understand their insurance needs and provide tailored solutions
  • Deliver exceptional customer service to ensure client satisfaction and loyalty
  • Follow up on leads and quotes to ensure timely and effective communication
  • Maintain existing accounts by regularly reviewing and updating client information
  • Develop and implement strategies to meet or exceed sales goals
  • Collaborate with the marketing team to promote PR Financial's products and services

Requirements

  • Proven work experience as an Insurance Agent or similar role
  • Proven ability to drive sales and achieve goals
  • Proficiency in Microsoft Office (Excel & Word)


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