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Insurance Sales Representative

Insurance Sales Representative

PSG Global SolutionsCharlotte, NC, US
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Insurance Sales Representative

Fortune 100 financial services organization that is the leading retirement provider for people who work in the academic, research, medical and cultural fields.

Job Description

Key Duties & Responsibilities :

  • Perform outbound calling to clients on approved cases and all future needs based selling outbound initiatives for TC Life
  • Convert approved cases to issued policies through consultative, needs-based selling and closing skills
  • Determine client's need and financial situations through fact-finding and scheduling call-backs and / or email communication
  • Participate in marketing campaign outbound calls as needed
  • Achieve individual and team goals and quality objectives
  • Work within TC Life NB & UW to assist with the application process that requires a licensed representative interaction in order to better serve the client
  • Ensure adequate system documentation for each client transaction

Qualifications

  • Must have at least three years of experience working as a financial advisor or inside sales representative. (could be in a call center, bank, etc.)
  • Bachelor's degree is nice to have; without a degree candidates must have 5+ years of experience
  • FINRA Series 6 and Series 63 licenses are preferred
  • Additional Information

    All your information will be kept confidential according to EEO guidelines.

    IF THIS IS THE JOB OPPORTUNITY FOR YOU GIVE ME A CALL AT 646-618-8925 ASAP! I want to know more about your preferences.

    If in case you know someone who might be interested for this, feel free to pass it along. I look forward to hearing from you!

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    Insurance Sales Representative • Charlotte, NC, US

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