Financial Services Representative - Sales

About the role

We are seeking a dynamic Financial Services Representative to join our team in the insurance industry. You will have the opportunity to build meaningful relationships with clients and contribute to our mission.

Responsibilities

• Engage with clients to understand their needs and provide personalized solutions
• Develop and maintain strong client relationships through effective communication and service
• Adhere to company policies and procedures while ensuring compliance with regulatory requirements
• Participate in ongoing training and development programs to enhance skills and knowledge

Requirements

• Bachelor’s degree in Business Administration, Finance, or related field
• Minimum 2 years of relevant experience in financial services or customer service
• Strong interpersonal and communication skills
• Ability to work independently and as part of a team
• Valid driver’s license and reliable transportation (for travel)

Qualifications

• Excellent problem-solving and decision-making abilities
• Proficiency in Microsoft Office Suite
• Knowledge of insurance products and services

Skills

• Customer service orientation
• Effective communication and negotiation skills
• Organizational and time management skills
• Ability to handle confidential information securely

Benefits

• Comprehensive health, dental, and vision plans
• Robust 401(k) plan with company match
• Generous paid time off
• Generous vacation accrual
• Flexible work schedule options
• Professional development opportunities
• Pension plan

Pay

$86,000 - $94,000 annually

Schedule

Full-time position with flexible hours to accommodate client needs