Insurance and Financial Services Professional

2 days ago


Washington, United States Theresainsurance Full time

Job Summary

Theresainsurance is seeking a highly motivated and experienced Insurance and Financial Services Professional to join our team. As a key member of our team, you will be responsible for providing exceptional customer service and sales support to our clients.

Key Responsibilities

  • Use a customer-focused, needs-based review process to educate customers about insurance options.
  • Work with the agent to establish and meet marketing goals.
  • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.

Requirements

  • Bachelor's degree in finance, economics, accounting, or a related field.
  • Must be able to obtain relevant financial service licenses.
  • Proven experience working as a financial services representative.
  • Sound knowledge of financial legislation.
  • Proficiency in Microsoft Office applications.
  • Strong mathematical skills.
  • Excellent analytical, organizational, and problem-solving skills.
  • Successful track record of meeting sales goals/quotas preferred.

Benefits

  • Salary plus commission/bonus, 401 (K) Plan
  • Growth potential/Opportunity for advancement within my office
  • Compensation $40, $60,000.00 per year

About Us

Theresainsurance is a leading provider of insurance and financial services. We are committed to providing exceptional customer service and support to our clients. If you are a motivated and experienced professional looking for a new challenge, we encourage you to apply for this exciting opportunity.



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