Financial Services Specialist

3 weeks ago


Yuma, Arizona, United States The Baldini Agency Full time
What We're Looking For
We are seeking a highly motivated Financial Services Specialist to join our team at The Baldini Agency. As a Financial Services Specialist, you will be responsible for selling insurance policies and other financial services to meet the needs of our clients. Your goal will be to build long-term relationships with clients and help them navigate the complexities of insurance products.

Key Responsibilities:
  1. Client Consultation: Meet with potential clients to understand their insurance needs, assess their current insurance policies, and recommend suitable products and coverage levels.
  2. Sales and Acquisition: Present and explain insurance policy options based on your understanding of client needs. Close sales and achieve sales quotas.
  3. Policy Management: Assist clients with policy changes, renewals, and claims processing. Provide ongoing support and service to ensure client satisfaction and retention.
  4. Relationship Building: Build and maintain relationships with clients, prospects, and insurance company representatives. Network and attend community events to generate leads and referrals.

Requirements:
  • Insurance Knowledge: Strong understanding of various types of insurance policies, coverage options, and underwriting processes.
  • Sales Skills: Proven track record in sales, with the ability to close deals and meet sales quotas.
  • Customer Service: Dedication to providing exceptional customer service and resolving client issues promptly and professionally.


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