Financial Services Representative

6 days ago

Wayne, Pennsylvania, United States Acrisure LLC Full time
About Acrisure LLC

Acrisure is a global financial services leader that combines the best of human expertise and cutting-edge technology to offer a wide range of financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including insurance, reinsurance, cyber services, mortgage origination, and more.

Job Summary

As an Acrisure Sales Professional, you will play a key role in driving revenue growth and maximizing business opportunities with our clients. Your focus will be on acquiring new clients, building strong relationships, and expanding our presence in the insurance marketplace, as well as leveraging our partnerships to maximize revenue.

Primary Responsibilities
  • Revenue Generation: Achieve annual objectives by acquiring new clients, building a robust pipeline, and converting leads into revenue-generating opportunities.
  • Develop Sales Plan: Create a sales plan to achieve sales budget with new client growth plans and strategies.
  • Prospecting and Qualifying: Develop a list of prospects for new business from identified target groups, contact and qualify prospective clients, and examine current coverage and determine financial services and insurance needs.
  • Closing Deals: Constantly work to increase hit ratio and closing ratio, collect detailed risk management and underwriting information, and develop and deliver formal proposals for all offers of financial services and insurance.
  • Client Acquisition and Relationship Management: Develop and nurture strategic client relationships, serve as a trusted advisor, and understand their unique needs and challenges.
  • Upselling and Cross-Selling: Collaborate with clients to identify growth opportunities, tailor solutions, and upsell additional services to drive revenue expansion.
  • Client Satisfaction: Ensure high levels of client satisfaction and maintain a strong customer retention rate by delivering exceptional service and support.
  • Market Research and Competitive Analysis: Stay up-to-date with industry trends, market dynamics, and competitor activities, and provide proactive insight to management to optimize revenue growth strategies.
Competencies
  • Self-Motivation: Self-motivated and driven individuals who can perform each essential duty satisfactorily.
  • Travel Requirements: Must be able to travel to Acrisure offices, client offices, and events as needed.
  • Education and Experience: Bachelor's degree in a related field, such as business administration, marketing, or finance, and experience in financial services business and/or insurance industry.
  • Computer Skills: Demonstrated administrative computing skills, including Microsoft Office 365, and applied EPIC or similar agency management software experience.
About Acrisure LLC

Acrisure is committed to employing a diverse workforce and is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran, or disability status.

  • Financial Services Representative

    3 weeks ago

    Wayne, Pennsylvania, United States Western & Southern Life Full time

    Job Title: Financial RepresentativeAt Western & Southern Life, we are seeking a highly motivated and results-driven Financial Representative to join our team. As a Financial Representative, you will play a critical role in meeting the financial needs of our middle-income clients by providing risk protection, financial security, and wealth creation...

  • Financial Reporting Specialist

    4 weeks ago

    Wayne, Pennsylvania, United States Lincoln Financial Services Full time

    About the RoleThis position is responsible for preparing, analyzing, and reporting on financial statements and supporting schedules according to accounting and reporting calendars. The ideal candidate will have a strong understanding of accounting principles and standards, as well as experience with financial analysis and reporting.Key...

  • Financial Reporting Specialist

    1 month ago

    Wayne, Pennsylvania, United States Lincoln Financial Services Full time

    About the RoleThis position is responsible for performing and delivering routine assignments and projects while leveraging knowledge of assigned areas in Statutory Financial Reporting. The successful candidate will prepare, analyze, and report on activities associated with accounting principles and standards, and financial statements.Key...

  • Financial Reporting Specialist

    4 weeks ago

    Wayne, Pennsylvania, United States Lincoln Financial Services Full time

    About the RoleThis position plays a critical role in supporting the company's financial reporting needs by preparing, analyzing, and reporting on financial statements and supporting schedules according to accounting and reporting calendars.Key ResponsibilitiesPrepare and analyze financial statements and supporting schedules for statutory accounting...

  • Commercial Lines Sales Representative

    2 weeks ago

    Wayne, Pennsylvania, United States Satanoff Insurance & Financial Services Full time

    Job Title: Commercial Lines Inside Sales ExecutiveJob Summary:We are seeking a highly motivated and results-driven Commercial Lines Inside Sales Executive to join our team at Satanoff Insurance & Financial Services. As a key member of our sales team, you will be responsible for growing our commercial book of business by maximizing the insurance sales process...

  • Financial Services Professional

    2 weeks ago

    Wayne, Pennsylvania, United States The Hartford Full time

    Job Title: Advisor ConsultantWe are seeking a highly motivated and experienced Advisor Consultant to join our team at The Hartford. As an Advisor Consultant, you will play a critical role in driving sales growth by building strong relationships with financial advisors, strategic partners, and firms in the San Francisco Metro territory.Key...

  • Financial Account Representative

    3 days ago

    Wayne, Pennsylvania, United States Stephen Diorio - State Farm Agent Full time

    About UsAt Stephen Diorio State Farm, we're more than just an insurance agency - we're a trusted partner in our customers' lives, providing protection and peace of mind. With a commitment to exceptional customer service and comprehensive insurance solutions, we've earned a solid reputation as a leader in the industry.Role and ResponsibilitiesAs a Sales...

  • Customer Service Representative

    4 weeks ago

    Wayne, Pennsylvania, United States workingatdllgroup Full time

    About Our OrganizationWe're a leading financial services company that's been making a difference for over 50 years. With a strong commitment to innovation and sustainability, we partner with manufacturers, suppliers, and businesses worldwide to deliver cutting-edge financial solutions.Your FunctionAs a Customer Service Representative, you'll play a vital...

  • Customer Service Representative

    3 weeks ago

    Wayne, Pennsylvania, United States Stephen Diorio - State Farm Agent Full time

    Job Title: Customer Service RepresentativeWe are seeking a highly skilled and customer-focused individual to join our team as a Customer Service Representative. As a key member of our team, you will play a vital role in delivering exceptional customer service and ensuring that our customers receive the best possible experience.Key Responsibilities:Customer...

  • Customer Service Representative

    4 weeks ago

    Wayne, Pennsylvania, United States workingatdllgroup Full time

    About Our OrganizationWe are a leading financial services company that prides itself on being above average in every way. With an employee engagement score of 85%, we have created a work environment that fosters collaboration, innovation, and growth. Our 50-year history is a testament to our commitment to excellence and our ability to adapt to changing...

  • Insurance Supervisor

    3 weeks ago

    Wayne, Pennsylvania, United States Satanoff Insurance & Financial Services Full time

    Job OverviewSatanoff Insurance & Financial Services is seeking a highly skilled and motivated Personal Lines Insurance Supervisor to join our team. As a key member of our organization, you will be responsible for leading, coaching, and managing our personal insurance team to achieve exceptional results.Key ResponsibilitiesLead and motivate the personal...

  • Customer Service Representative

    4 weeks ago

    Wayne, Pennsylvania, United States Stephen Diorio - State Farm Agent Full time

    About the RoleWe are seeking a highly skilled and customer-focused individual to join our team as a Customer Service Representative. As a key member of our team, you will play a vital role in delivering exceptional customer service and support to our clients.Key ResponsibilitiesCustomer Support: Provide prompt and personalized support to customers,...

  • Client Service Representative

    4 weeks ago

    Wayne, Pennsylvania, United States IQVIA Full time

    Job OverviewAs a Client Service Analyst at IQVIA, you will play a critical role in ensuring clients derive maximum value from our products and services. This position requires a strong understanding of the client's needs and the ability to build and maintain effective relationships with clients to proactively support their requirements.Key...

  • Treasury Specialist

    4 weeks ago

    Wayne, Pennsylvania, United States Lincoln Financial Services Full time

    About the RoleWe are seeking a highly skilled Treasury Specialist to join our team at Lincoln Financial Group. As a key member of our finance team, you will be responsible for performing and delivering on routine assignments/projects while leveraging and applying knowledge of your assigned area(s) of Treasury responsibility.Key ResponsibilitiesMaintain...

  • Customer Service Representative

    1 month ago

    Wayne, Pennsylvania, United States Stephen Diorio - State Farm Agent Full time

    About the RoleWe are seeking a highly skilled and customer-focused Customer Service Representative to join our team at Stephen Diorio - State Farm Agent. As a key member of our team, you will play a vital role in delivering exceptional customer service and support to our clients.Key ResponsibilitiesCustomer Support: Provide prompt and personalized support to...

  • Financial Services Internship Opportunity

    1 month ago

    Wayne, Pennsylvania, United States Waldron Private Wealth Full time

    Job DescriptionWaldron Private Wealth is seeking a highly motivated and detail-oriented individual to join our team as a Wealth Management Intern. This role will provide a unique opportunity to gain hands-on experience in the wealth management industry and develop valuable skills in financial planning, investment management, and client relations.Key...

  • Treasury Specialist

    4 weeks ago

    Wayne, Pennsylvania, United States Lincoln Financial Services Full time

    About the RoleWe are seeking a highly skilled Treasury Specialist to join our team at Lincoln Financial Group. As a key member of our finance team, you will be responsible for performing and delivering on routine assignments/projects while leveraging and applying knowledge of your assigned area(s) of Treasury responsibility.Key ResponsibilitiesMaintain...

  • Customer Service Representative

    2 weeks ago

    Wayne, Pennsylvania, United States RemX Full time

    Customer Service Representative Job DescriptionRemX Staffing is seeking a skilled Customer Service Representative to join our team in South River, NJ.Job Summary: We are looking for a highly motivated and customer-focused individual to provide exceptional service to our clients via phone, email, and chat.Responsibilities:Provide accurate and timely...

  • Client Service Representative

    3 weeks ago

    Wayne, Pennsylvania, United States Wedbush Securities Full time

    Job Title: Registered Client Service AssociateWe are seeking a highly skilled and detail-oriented Registered Client Service Associate to join our team at Wedbush Securities. As a key member of our Financial Services division, you will provide exceptional support to our Financial Advisors and senior management team.Responsibilities:Provide sales and...

  • Client Service Representative

    3 weeks ago

    Wayne, Pennsylvania, United States Main Line Health Full time

    About the RoleWe are seeking a skilled Client Service Representative to join our team at Main Line Health. As a key member of our customer service team, you will play a vital role in providing exceptional support to our patients and their families.Key ResponsibilitiesProvide compassionate and accurate customer service to callers, ensuring that everyone who...