Account Representative
6 days ago
We are seeking a highly motivated and customer-focused individual to join our team as an Account Representative. As an Account Representative, you will play a key role in establishing and maintaining strong relationships with our customers, providing them with exceptional service and support.
Responsibilities- Establish and maintain strong relationships with customers, providing them with personalized service and support.
- Use a customer-focused, needs-based review process to educate customers about insurance options and provide them with tailored solutions.
- Work with the agent to establish and meet marketing goals, identifying opportunities to grow our customer base and increase sales.
- Develop leads, schedule appointments, and identify customer needs, marketing appropriate products and services to meet those needs.
- Maintain a strong work ethic with a total commitment to success each and every day.
- Graduation from an accredited college or university preferred, consideration is given to equivalent sales/customer service experience, education, and training.
- Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred.
- Successful track record of meeting sales goals/quotas preferred.
- Interest in marketing products and services based on customer needs.
- Excellent interpersonal skills.
- Excellent communication skills - written, verbal, and listening.
- Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams.
- People-oriented.
- Organizational skills.
- Self-motivated.
- Detail oriented.
- Proactive in problem solving.
- Experience in a variety of computer applications, particularly Windows.
- Pride in getting work done accurately and timely.
- Ability to work in a team environment.
- Ability to multi-task.
- Ability to make presentations to potential customers.
- Achieve mutually agreed upon marketing goals.
- Ability to effectively relate to a customer.
- Ability to execute a detailed business plan.
- Experience in marketing financial products.
- Knowledge of financial services products.
- Ability to explain complex financial issues in understandable terms.
- Life and Health license (must be able to obtain).
- Series 6 and 63 (must be able to obtain).
- Courses on ethical and customer centered sales practices will be required.
- Selected candidate is expected to remain current in product changes, licensing, technical developments, and continuing education.
- Bachelor's degree preferred.
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