Financial Services Consultant
7 days ago
Caudillo Agency Inc is looking for a Financial Services Consultant to join our team. As a Financial Services Consultant, you will be responsible for presenting and selling insurance policies to new and existing clients, including auto, home, and renter's insurance.
You will have the opportunity to work in a professional office setting with a supportive team. You will be expected to identify potential client needs and tailor solutions while identifying cross-selling opportunities.
Salary Information: The base salary for this position is $18-$20/hour (depending on experience), with additional income through monthly commission and bonus pay.
Responsibilities- Presentation and sale of insurance policies to new and existing clients
- Identification of potential client needs and tailored solutions
- Cross-selling opportunities
- Achievement of sales goals
- Compliance with insurance standards and regulations
- California Personal Lines OR Property & Casualty License
- Driven desire to work in sales, solve challenges while maintaining a positive attitude
- Ability to build rapport with clients
- Strong computer skills/ability to adapt and learn programs quickly
- Excellent written and verbal communication skills
- Detail oriented
- Ability to prioritize and multi-task
- Punctual and dependable
- Must be comfortable working in a fast-paced, high-volume call environment
- Pleasant telephone manner
- Bilingual in Spanish (preferred, but not required)
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