We are seeking a motivated and experienced Sales & Marketing / Financial Consultant to join our team. In this role, you will be responsible for providing expert advice and selling a range of insurance and financial products to individuals and businesses.
Key Responsibilities:
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Develop and maintain a book of business by prospecting and selling insurance and financial products to potential customers
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Conduct thorough needs assessments to identify customer needs and recommend appropriate insurance and financial products
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Customize insurance policies and financial plans to meet customer's specific needs and budget
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Provide exceptional customer service, including answering questions, resolving issues, and providing guidance on policy changes
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Collaborate with internal teams to ensure that customer needs are met and that policies are issued in a timely and accurate manner
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Meet sales goals and performance targets, including revenue targets, customer retention, and customer satisfaction
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Keep up-to-date on industry trends, regulations, and changes in products and services
Qualifications:
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Bachelor's degree in finance, business, or a related field
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Active state insurance license or ability to obtain within a specified timeframe
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Proven sales experience, preferably in insurance or financial services
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Strong communication and interpersonal skills
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Ability to build rapport and establish trust with customers
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Self-motivated with a strong work ethic and goal-oriented mindset
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Ability to work independently and as part of a team
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Strong problem-solving and analytical skills
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Proficiency in Microsoft Office and related software
We offer a competitive salary, commission-based compensation, and comprehensive benefits package. If you are a motivated and experienced insurance agent / financial consultant with a passion for providing exceptional service and building long-term relationships with customers, we encourage you to apply for this exciting opportunity.
If you have questions about this job, please click on apply. The employer will contact you then.