Financial Services Professional

Job Summary
We are seeking a dynamic and motivated Financial Services Professional to join our team and deliver exceptional financial guidance and solutions to our diverse client base. In this role, you will actively engage with customers through outside sales efforts, providing tailored financial products and services that meet their unique needs. Your expertise in sales, negotiation, and customer service will drive growth and foster long-term relationships. This paid position offers an exciting opportunity to develop your skills in a fast-paced, client-focused environment while making a meaningful impact on people's financial well-being.

Responsibilities

• Engage in outside sales activities to identify potential clients and present comprehensive financial solutions tailored to their goals
• Conduct retail sales of insurance, investment, and other financial products with professionalism and clarity
• Negotiate terms and close sales by understanding client needs and offering suitable options
• Provide exceptional customer service by addressing inquiries, explaining product features, and ensuring client satisfaction
• Manage sales administration tasks including documentation, follow-up communications, and maintaining accurate records
• Collaborate with marketing teams to promote financial services through various channels, including telemarketing efforts
• Analyze client data to identify opportunities for cross-selling additional financial products or services
• Assist clients with benefits administration and ensure compliance with relevant regulations such as HIPAA when handling sensitive information

Qualifications

• Proven experience in outside sales, retail sales, or telemarketing within the financial services industry is preferred
• Strong negotiation skills with the ability to communicate complex information clearly and persuasively
• Multilingual or bilingual abilities are highly desirable to serve diverse client populations effectively
• Excellent analysis skills for assessing client needs and recommending appropriate solutions
• Knowledge of insurance sales, benefits administration, and customer service best practices
• Effective communication skills to build rapport with clients and team members alike
• Familiarity with marketing strategies used in financial services to attract new clients
• Ability to handle sensitive information in accordance with HIPAA regulations when necessary

Join us as a Financial Services Professional and become part of a vibrant team dedicated to empowering clients through expert guidance, innovative solutions, and outstanding service. Your proactive approach and enthusiasm will help us grow while making a positive difference in the lives of those we serve! No experience needed! Training provided!

Pay: $30,000.00 - $100,000.00 per year

Benefits:

• Disability insurance
• Flexible schedule
• Health insurance
• Paid time off
• Parental leave
• Work from home

Work Location: Remote