Financial Services Consultant
3 weeks ago
About Us:
The Baldini Agency is a leading provider of insurance services, working with 30 plus financial institutions to find the best policies for our clients. We have a team approach that helps grow our knowledge and provides the support we need. Our extensive training program will help you along on your new career and several lead groups that provide us the right opportunities.
Job Description:
As a Financial Services Consultant, you will be responsible for selling insurance policies and other financial services to meet the needs of our clients. This is a high-energy role that requires strong communication and negotiation skills.
About the Role:
You will work with individuals, families, and businesses to understand their specific insurance needs and recommend appropriate coverage levels and types of policies. Your goal is to build long-term relationships with clients and help them navigate the complexities of insurance products.
Key Responsibilities:
- Client Consultation: Meet with potential clients to understand their insurance needs, assess their current insurance policies, and recommend suitable products and coverage levels.
- Sales and Acquisition: Present and explain insurance policy options based on your understanding of client needs. Close sales and achieve sales quotas.
- Policy Management: Assist clients with policy changes, renewals, and claims processing. Provide ongoing support and service to ensure client satisfaction and retention.
- Market Research: Stay updated on industry trends, insurance products, and legislation that may affect clients. Research insurance companies' policies and negotiate with underwriters to find the most suitable insurance coverage for clients.
- Relationship Building: Build and maintain relationships with clients, prospects, and insurance company representatives. Network and attend community events to generate leads and referrals.
- Compliance: Ensure compliance with insurance regulations and policies. Maintain accurate records of client interactions, transactions, and policies.
Salary Range: $80,000 - $120,000 per year, depending on experience and performance.
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