Job Description
Job Description
Benefits :
- 401(k) matching
- Competitive salary
- Opportunity for advancement
- Paid time off
ROLE DESCRIPTION :
Seeking a highly motivated individual to join my growing agency in an office setting. I am looking for part-time to full-time.
RESPONSIBILITIES :
- Servicing and creating connections with existing clients about their accounts. Sales calls to clients that are searching for auto, home, life and health plans.
- Connecting to new clients and building a connection with them to uncover insurance needs.
- Holding and setting appts
- Goal oriented and able to multi-task
- Licensed in both Property and Casualty with Life and Health license pre hire date. No experience required.
QUALIFICATIONS :
- Must be able to obtain relevant financial service licenses.
- Proven experience working as a financial services representative.
- Excellent analytical, organizational, and problem-solving skills.
- Effective communication skills.
- Exceptional customer service skills.
- Successful track record of meeting sales goals / quotas preferred
- Professional
BENEFITS :
- hourly plus commission / bonus
- Paid time off (vacation and personal / sick days)
- Retirment planning
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