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Insurance and Financial Services Representative
2 months ago
We are seeking a highly motivated and customer-focused individual to join our team as an Insurance and Financial Services Representative. As a key member of our team, you will play a vital role in helping our customers manage the risks of everyday life, recover from the unexpected, and realize their dreams.
Responsibilities- Customer Relationships: Establish and maintain strong relationships with our customers, providing them with exceptional service and support.
- Insurance and Financial Services: Use a customer-focused, needs-based review process to educate customers about insurance options and develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
- Team Collaboration: Work collaboratively with our team to achieve our goals and objectives, and contribute to a fun and energetic work environment.
- Interest in Marketing: Interest in marketing products and services based on customer needs.
- Excellent Communication Skills: Excellent communication skills, both written and verbal.
- People-Oriented: People-oriented with a strong focus on customer satisfaction.
- Detail-Oriented: Detail-oriented with a strong ability to problem-solve.
- Computer Skills: Ability to learn computer functions and work in a team environment.
- Bilingual Spanish: Bilingual Spanish preferred.
- Our Mission: Our mission is to help people manage the risks of everyday life, recover from the unexpected, and realize their dreams.
- Our Values: We value our customers, our team members, and our community, and strive to make a positive impact in all that we do.