Client Solutions Specialist
2 weeks ago
We are looking for a Client Solutions Specialist to enhance our customer engagement. In this role, you will address client inquiries and provide effective solutions to contribute to the overall growth of the company.
Essential Qualifications:
- Possession of a Property and Casualty License and/or Life License is required.
Key Responsibilities:
- Promote and sell our financial products and services to both new and existing clients.
- Identify and reach out to potential clients.
- Achieve set sales objectives within specified timeframes.
- Handle customer inquiries and resolve any issues that arise.
- Schedule follow-up meetings to keep clients informed about new offerings.
- Develop sales presentations and materials for client meetings.
Required Skills:
- Experience in sales, customer service, or a related field is preferred.
- Proficiency with CRM software.
- Ability to establish strong relationships with clients.
- Excellent negotiation abilities.
- Detail-oriented with a focus on meeting deadlines.
Vince Lockhart Insurance & Financial is a reputable firm with a strong brand presence. Our agents bring over 38 years of dedicated service in the insurance and financial services industry.
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