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Financial Services Representative
2 months ago
Our mission is to provide exceptional insurance and financial services to individuals and families in our community. We strive to build long-term relationships with our clients by offering personalized solutions and exceptional customer service.
Job SummaryWe are seeking a highly motivated and customer-centric Sales Representative to join our dynamic team. As a Sales Representative, you will play a crucial role in helping individuals and families protect what matters most to them.
Key Responsibilities- Sales and Customer Acquisition: Engage with potential customers to understand their insurance needs and recommend personalized insurance and financial products that suit their unique requirements.
- Lead Generation: Proactively seek out new business opportunities through various channels, including referrals, networking events, and community involvement.
- Consultative Selling: Conduct comprehensive consultations with customers to identify their coverage needs and present suitable solutions in a clear and understandable manner.
- Customer Relationship Management: Build strong and lasting relationships with clients, provide ongoing support, and address any inquiries or concerns they may have.
- Team Collaboration: Work closely with our team to achieve individual and team sales targets and contribute to the overall success of the agency.
- Sales Experience: Prior experience in sales or customer service is preferred, but we encourage individuals with a genuine passion for sales and a determination to succeed to apply.
- Communication Skills: Excellent verbal and written communication abilities to effectively convey insurance concepts and provide top-notch customer service.
- Customer-Centric: A strong commitment to providing outstanding service and building long-term relationships with clients.
- Goal-Oriented: A self-motivated and goal-driven individual with a proven track record of meeting and exceeding sales targets.
- Insurance Knowledge: While not required, familiarity with insurance products and industry practices will be advantageous.
- Ongoing training and development opportunities to enhance your skills and knowledge.
- A supportive and collaborative team that feels like family.
- Opportunities for career growth and advancement within the agency.
- Salary plus commission/bonus.
- Paid time off (vacation and personal/sick days).
- Growth potential/Opportunity for advancement within the agency.
