Financial Services Specialist

3 weeks ago


Anaheim, United States New Blue Insurance Agency Full time
About the Role: We are seeking a Financial Services Specialist to join our team at New Blue Insurance Agency in Anaheim, California. This dynamic role requires a driven individual with excellent communication skills, a positive attitude, and a strong work ethic.

Job Duties: As a Financial Services Specialist, you will be responsible for building relationships with clients, identifying opportunities to increase revenue, and presenting and selling insurance policies to new and existing customers. You will also handle incoming calls, resolve customer inquiries and complaints, and work collaboratively with colleagues to achieve sales goals. Additionally, you must adhere to industry regulations and maintain accurate records of client interactions.

Compensation: Our competitive compensation package includes a base salary of $18-$20 per hour, plus opportunities for monthly commission and bonus pay. With an average annual income range of $40,000 to $55,000, this role offers tremendous growth potential for the right candidate. Successful candidates can earn up to $55,000 or more based on performance.

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