Financial Services Representative

5 days ago


Norwalk, Connecticut, United States National Financial Network Full time
Join Our Team as a Financial Professional

We are seeking a highly skilled and motivated Financial Professional to join our team at National Financial Network. As a Financial Professional, you will play a key role in helping our clients achieve their financial goals and objectives.

Responsibilities:
  • Manage electronic and paper records to ensure all contracting paperwork is up-to-date and accurate.
  • Identify new client insurance needs, insurance risk, goals, current coverage, and financial situation by scheduling meetings for new customers and providing a personalized experience.
  • Develop a prospective customer base and advertise our insurance products through referrals, cold calling, networking, and other marketing strategies to secure new business.
  • Aid policyholders with the insurance claims process while supervising the progress of current insurance claims.
  • Address existing and prospective customer requests in a prompt and friendly manner, including booking new meetings and responding to inquiries regarding billing, eligibility, coverage, claims, and insurance policies.
Qualifications:
  • Skilled with Microsoft Office.
  • Previous health insurance or life insurance experience is a plus.
  • Client service experience as a sales representative is a plus.
  • Current Life & Health insurance license is greatly valued.
  • Strong interpersonal and communication skills are a must.


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