Insurance and Financial Sales and Marketing Professional

1 week ago


Grand Rapids, Michigan, United States Mass Mutual Great Lakes Full time
About MassMutual Great Lakes

We are a leading provider of insurance and financial services, dedicated to helping individuals and families achieve their financial goals.

Our team is comprised of experienced professionals who are passionate about delivering exceptional service and building long-term relationships with our clients.

We offer a comprehensive range of products and services, including life insurance, health insurance, investments, and retirement planning.

Job Summary

We are seeking a highly motivated and self-disciplined Financial Services Representative to join our team. As a Financial Services Representative, you will be responsible for developing and maintaining relationships with clients, identifying their financial needs, and providing tailored solutions to meet those needs.

You will work closely with our experienced team of professionals to build a successful practice and help our clients achieve their financial goals.

Key Responsibilities
  • Develop and maintain relationships with clients to understand their financial needs and goals.
  • Identify opportunities to provide tailored solutions to meet client needs.
  • Work closely with our team to build a successful practice and achieve sales targets.
  • Stay up-to-date with industry trends and developments to provide expert advice to clients.
  • Meet or exceed sales targets and contribute to the growth of our business.
Requirements
  • Bachelor's degree or equivalent work experience.
  • Life, Accident, Health & FINRA Series 66 & 7 license (within 6 months of hire).
  • Strong technical and analytical skills, including proficiency in PC skills and ability to navigate multiple applications during call handling.
  • Positive, customer-focused attitude with a desire to exceed client expectations.
What We Offer
  • Annual Base Salary + Commission + Bonus Opportunities.
  • Health Insurance.
  • Dental Insurance.
  • Vision Insurance.
  • Hands-on Training.
  • Career Growth Opportunities.
  • Retirement Plan.
  • Flexible Schedule.


  • Grand Rapids, Michigan, United States New York Life Insurance Company Full time

    New York Life Insurance Company is seeking a dedicated Insurance Agent/Financial Professional to join their team. This is a fantastic opportunity to work with a renowned leader in the insurance and financial services industry, offering the flexibility of remote work combined with a supportive office environment.Position Overview:As an Insurance...


  • Grand Rapids, Michigan, United States Farmers Insurance Group Full time

    Position OverviewWe are looking for a driven and customer-oriented professional to take on the role of an Insurance Sales Consultant at Farmers Insurance Group. In this position, you will focus on building and nurturing a diverse client portfolio, offering tailored insurance products, and ensuring exceptional service delivery. This is an excellent...


  • Grand Rapids, Michigan, United States Farmers Insurance Group Full time

    Job OverviewWe are looking for a driven and customer-oriented professional to take on the role of an Insurance Sales Consultant at Farmers Insurance Group. This position involves building and nurturing a client portfolio, offering tailored insurance products, and ensuring exceptional service delivery. If you are passionate about assisting clients and eager...


  • Grand Rapids, Michigan, United States Farmers Insurance Group Full time

    Position OverviewWe are looking for a driven and customer-oriented professional to take on the role of an Insurance Sales Consultant with Farmers Insurance Group. In this position, you will be tasked with cultivating and overseeing a diverse client portfolio, offering tailored insurance solutions, and ensuring exceptional service delivery. If you are...


  • Grand Rapids, Michigan, United States The Auto Club Group Full time

    About The Auto Club GroupThe Auto Club Group is a leading provider of membership, travel, insurance, and financial services to over 14 million members and customers across 14 states and 2 U.S. territories.Job SummaryWe are seeking a highly motivated and results-driven Field Sales Agent Trainee to join our team. As a Field Sales Agent Trainee, you will be...


  • Grand Rapids, Michigan, United States Patty Osborn - State Farm Agent Full time

    Job OverviewBenefits:Comprehensive dental coverageOpportunities for career progressionVision care plansROLE SUMMARY:Patty Osborn - State Farm Agent is on the lookout for a compassionate and skilled individual to fill the position of Sales Team Member. As a dedicated professional, you will promote top-tier Life, Health, Auto, and Home insurance solutions...


  • Grand Rapids, Michigan, United States New York Life West Michigan Full time

    About the RoleNew York Life West Michigan is seeking a highly motivated and driven individual to join our team as an Insurance Sales Representative. As a key member of our organization, you will play a critical role in helping clients achieve their financial goals and develop a sound, long-term strategy to secure their financial future.Key...


  • Grand Rapids, Michigan, United States marcus evans Group Full time

    Job OverviewMarcus Evans Group is a leading global business intelligence and event marketing organization with a presence in over 20 countries.We are seeking a highly skilled and motivated Business Development Representative to join our team and contribute to the growth of our client base.This role offers the opportunity for career advancement to senior...


  • Grand Rapids, Michigan, United States The Dorr Agency Full time

    About The Dorr AgencyWe are a leading provider of life, health, and wealth solutions, dedicated to helping families and businesses achieve their financial goals. Our team is passionate about delivering exceptional service and support to our clients, and we are seeking a motivated and coachable individual to join our team as an Insurance Professional.Key...


  • Grand Rapids, Michigan, United States New York Life and NYLIFE Securities Full time

    Position OverviewAt New York Life, our core mission is to deliver financial stability and reassurance through our diverse range of insurance, annuity, and investment offerings. We prioritize integrity and compassion in every interaction with our clients, business associates, and colleagues. With a foundation built on confidence and humility, we are committed...


  • Grand Rapids, Michigan, United States Sara Ocampo Rolon - State Farm Agent Full time

    About the Role:We are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative - Insurance and Financial Services. As a key member of our team, you will be responsible for establishing and maintaining strong relationships with our customers, providing them with exceptional service and support, and...


  • Grand Rapids, Michigan, United States Alera Group Full time

    About the RoleAlera Group, a leading national insurance brokerage and financial services firm, is seeking a highly motivated and experienced High-Performing Producer to join our Property & Casualty sales team.Key ResponsibilitiesBusiness Development: Develop and execute a business development plan to drive new business growth and meet financial...


  • Grand Rapids, Michigan, United States Jackson Insurance Solutions Full time

    Job Opportunity at Jackson Insurance SolutionsWe are seeking a highly motivated and results-driven Life Insurance Sales Representative to join our team at Jackson Insurance Solutions. As a key member of our sales team, you will be responsible for identifying and pursuing new business opportunities, building relationships with clients, and providing...


  • Grand Rapids, Michigan, United States Patty Osborn - State Farm Agent Full time

    Job OverviewBenefits:Comprehensive dental coverageOpportunities for career growthVision care optionsPOSITION SUMMARY:Patty Osborn - State Farm Agent is in search of a dedicated and compassionate individual to fill the role of Sales Team Member. As a client-focused professional, you will promote top-tier Life, Health, Auto, and Home insurance solutions to...


  • Grand Rapids, Michigan, United States BILL COLE INSURANCE AGENCY Full time

    Position AvailableWe are seeking a motivated insurance sales representative to contribute to our operations in a professional office environment. Your primary responsibility will involve engaging with both prospective and existing clients.Key Qualifications:Must hold active property and casualty insurance licenses.Having life and health insurance licenses is...


  • Grand Rapids, Michigan, United States Patty Osborn - State Farm Agent Full time

    Job OverviewBenefits:Comprehensive dental coveragePotential for career growthVision care optionsROLE SUMMARY:Patty Osborn - State Farm Agent is in search of a dedicated and compassionate individual for the position of Sales Team Member. As a client-focused professional, you will promote top-tier Life, Health, Auto, and Home insurance solutions tailored to...


  • Grand Rapids, Michigan, United States Quality Air Heating and Cooling, Inc. Full time

    Job SummaryQuality Air Heating and Cooling, Inc. is seeking a highly motivated and experienced Mechanical Contracting Sales Professional to join our team. As a key member of our sales team, you will be responsible for promoting our mechanical contracting services to potential clients and securing new projects.Key ResponsibilitiesSales and Business...


  • Grand Rapids, Michigan, United States Alex and Ani Full time

    Position Overview: Sales AssociateThe Sales Associate plays a vital role in delivering exceptional customer experiences and driving sales in a retail environment. This position involves a variety of responsibilities aimed at ensuring customer satisfaction and operational efficiency.Customer Interaction: Greet and assist customers, addressing their needs and...


  • Grand Rapids, Michigan, United States Alex and Ani Full time

    Position Overview: Sales AssociateThe Sales Associate plays a vital role in enhancing the customer experience and driving sales within the store. This position is focused on creating a welcoming atmosphere and ensuring that customers receive the highest level of service.Key Responsibilities:Welcome and assist customers, addressing their needs and promoting...


  • Grand Rapids, Michigan, United States USI Insurance Services Full time

    About the RoleUSI Insurance Services is seeking a highly motivated and experienced Sales Representative to join our team. As a Sales Representative, you will be responsible for cultivating new employee benefits sales talent with a long-term career at USI.Key ResponsibilitiesParticipate in our industry-leading sales training program, USI ONE Academy, to...