Customer Relations Associate

2 days ago


Walnut Creek, California, United States SupportFinity Full time

About Us: SupportFinity is a leading insurance and financial services provider, dedicated to making a positive impact in our community. Our team of experienced professionals is passionate about helping customers achieve their goals and protect their well-being.

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Sales Position Overview: We are seeking a highly motivated Sales and Marketing Representative to join our dynamic team. This individual will be responsible for developing and maintaining customer relationships, identifying opportunities for growth, and providing exceptional customer service.

Job Responsibilities:

  • Establish and maintain strong relationships with existing customers
  • Identify new business opportunities and develop strategies to capitalize on them
  • Provide expert guidance and recommendations to customers on insurance and financial products
  • Work closely with the sales team to achieve sales targets and exceed customer expectations
  • Maintain accurate records and reports to track sales performance and customer interactions

Requirements and Qualifications:

  • 2+ years of sales experience in the insurance or financial services industry
  • Strong communication and interpersonal skills
  • Ability to work in a fast-paced environment and meet deadlines
  • High school diploma or equivalent required; bachelor's degree preferred
  • Property and Casualty license (must be able to obtain); Life and Health license (must be able to obtain)

Benefits:

  • $55,000 - $75,000 per year salary
  • 401K plan with company match
  • Health benefits, including medical, dental, and vision coverage
  • Paid time off and holidays
  • Opportunities for professional development and career advancement

About Our Location: Our office is located in Concord, CA. If you are looking for a challenging and rewarding sales opportunity, please consider joining our team at SupportFinity.



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