Financial Services Associate
Essential Job Functions: Sell insurance and investment products to new customers by utilizing mailings and phone solicitation. Reassess personal and business needs, and provide expert guidance and innovative solutions in all areas of insurance and investment services, including retirement planning, estate planning, education funding and employee benefits. Prepare quotes and sales proposals. Close the sale by guiding the customer toward the common goal. Follow up on results and plan future calls for ongoing evaluations of customer’s needs. Contact our existing customers, schedule appointments, and provide ongoing support and service. Requirements: You should also have the appropriate industry licenses and registrations (Life & Health and Series 6 or 7 & 63 NASD registration). Prior sales experience required (in Financial Services a plus). We Offer: Attractive commission structure 85% on New Business and 60% on renewals with bonus incentives. Work on existing customers in P&C Agency Agency is growing and has consistent referrals Conference Room usage with office space.
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