Financial Services Consultant

4 days ago


Charlotte, North Carolina, United States Wellspring Insurance Solutions Full time
Job Description

This is a tele-sales position that requires the sale of life insurance policies to new and existing clients. We will provide you with leads and software to help you succeed in this role.

Responsibilities:

  • Present and sell life insurance policies over the phone.
  • Develop and calculate customized plans based on client needs.
  • Analyze and resolve client inquiries.
  • Expand business reach through effective networking techniques.
  • Maintain compliance with industry standards and state regulations.

Qualifications:

  • Licensed Life Insurance Agent required.
  • Proven telephone sales or customer service experience necessary.
  • Demonstrated self-discipline and ability to prioritize tasks effectively.

Benefits:

  • Commission-based compensation with monthly bonus incentives.
  • Opportunity for career advancement within the company.


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