Financial Representative

18 hours ago


South Woodstock, Connecticut, United States Anthony Quillian Insurance and Fina Full time

**Career Overview:**

We are seeking a driven and ambitious Financial Representative to join our team at Anthony Quillian Insurance and Finance. As a Financial Representative, you will be responsible for developing and implementing sales strategies to meet and exceed sales targets, building strong relationships with clients, and providing exceptional customer service.

**Key Responsibilities:

  • Develop and implement sales strategies to meet and exceed sales targets.
  • Conduct thorough needs assessments to identify clients' insurance requirements.
  • Presentation and explanation of insurance policies, coverage options, and benefits to clients.
  • Build and maintain strong relationships with clients to ensure customer satisfaction and retention.
  • Collaborate with cross-functional teams to achieve business objectives.

**Requirements:

  • Bachelor's degree in business, finance, or a related field.
  • Valid insurance license (or ability to obtain one within a specified timeframe).
  • Previous experience in sales, preferably in the insurance industry.
  • Exceptional communication, interpersonal, and negotiation skills.
  • Proven track record of achieving sales targets and meeting deadlines.

**Compensation:** $70,000 - $90,000 per year, plus commission and bonuses.

**Benefits:**

  • Competitive salary and bonus structure.
  • Retirement plan with company matching.
  • Paid time off and holidays.
  • Ongoing training and development opportunities.


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