Benefits :
- 401(k) matching
- Bonus based on performance
- Opportunity for advancement
- Paid time off
- Training & development
ROLE DESCRIPTION :
As a Financial Services representative, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options.
Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES :
- Use a customer-focused, needs-based review process to educate customers about insurance options.
- Work with the agent to establish and meet marketing goals
- Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
QUALIFICATIONS :
- Bachelor's degree in finance, economics, accounting, or a related field.
- Must currently have series 6 & 63 license. ChFC preferred.
- Proven experience working as a financial services representative.
- Sound knowledge of financial legislation.
- Proficiency in Microsoft Office applications.
- Strong mathematical skills.
- Excellent analytical, organizational, and problem-solving skills.
- Effective communication skills.
- Exceptional customer service skills.
- Successful track record of meeting sales goals / quotas preferred
BENEFITS :
- Salary plus commission / bonus
- Paid time off (vacation and personal / sick days)
- Growth potential / Opportunity for advancement within my office
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