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Insurance and Financial Services Representative
2 months ago
We are seeking a highly motivated and customer-focused individual to join our team as an Insurance and Financial Services Representative. As a key member of our team, you will be responsible for establishing and maintaining strong relationships with our customers, identifying their insurance and financial needs, and providing tailored solutions to meet those needs.
Key Responsibilities- Customer Relationship Building: Establish and maintain strong relationships with our customers, understanding their insurance and financial needs, and providing exceptional customer service.
- Needs-Based Sales: Use a customer-focused, needs-based approach to identify and meet the insurance and financial needs of our customers.
- Business Development: Develop and implement strategies to grow our customer base and increase sales revenue.
- Product Knowledge: Stay up-to-date on our insurance and financial products and services, and be able to effectively communicate their benefits to customers.
- Team Collaboration: Work closely with our team to achieve sales and customer service goals, and contribute to a positive and productive team environment.
- Excellent Communication Skills: Possess excellent verbal and written communication skills, with the ability to effectively communicate with customers and team members.
- Customer-Focused: Be customer-focused and have a strong desire to provide exceptional customer service.
- Business Acumen: Have a basic understanding of business principles and be able to apply them to sales and customer service.
- Technical Skills: Be proficient in using computer software and systems, with the ability to learn new systems and technologies.
- Language Skills: Bilingual Mandarin or Spanish skills are a plus.
Our agency is a growing and dynamic organization that is passionate about helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams. We offer a competitive compensation package, including hourly pay plus commission/bonus, health benefits, paid time off, and opportunities for growth and advancement.
