Senior Financial Services Representative
3 weeks ago
Financial Representatives are the backbone of our company's success. We're seeking a driven and self-motivated individual to join our team as a Senior Financial Services Representative in Milwaukee, WI.
Salary and BenefitsAs a Senior Financial Services Representative, you can expect an estimated salary of $54,000 per year, based on industry standards for similar positions in the Milwaukee area. Upon completion of the trainee period, promotion to a Financial Representative with a $36,000 annual base plus unlimited monthly sales incentive. You'll also receive benefits such as a 401(k) plan with a 2% company contribution and 6% company match.
Job DescriptionThis is a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you'll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test.
Required Skills and QualificationsTo be successful in this role, you'll need to possess strong communication and interpersonal skills, as well as the ability to travel up to 50% of the time. You should also have a valid U.S. driver's license and access to reliable transportation for meetings and appointments.
Key Responsibilities- Develop a deep understanding of our product offerings, demonstrating expertise in their features and benefits.
- Cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media.
- Gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test.
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