Financial Services Representative
3 weeks ago
Chad Carlisle Insurance Inc is seeking a motivated and sales-oriented entry-level Products & Financial Account Representative who can identify opportunities and build long-lasting customer relationships. As a team member with our agency, your attention to detail, dedication to client relations, and sales skills equip you for this versatile position. Your contributions as a professional who thrives in a fast-paced environment pave the way for growing your career and expanding your income.
Responsibilities- Establish customer relationships and follow up with customers as needed.
- Maintain high activity throughout the day.
- Effective time management.
- Provide prompt, accurate, and friendly customer service, including responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
- Use a customer-focused, needs-based review process to educate customers about insurance options.
- Use exemplary communication to efficiently meet the needs of customers while promoting the development of our business.
- Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
- Able to achieve mutually agreed upon sales goals.
- Dedicated to customer service.
- Sales experience (outside sales or inside sales representative, or telemarketing) preferred.
- Able to obtain Property and Casualty License.
- Able to obtain a Life/Health License.
- Interested in marketing products and services based on customer needs.
- Hourly pay plus commission/bonus.
- Paid time off (vacation and personal/sick days).
- 401k.
- Growth potential/Opportunity for advancement within my office.
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Financial Services Representative
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