ROLE DESCRIPTION:
As a Financial Services Representative with the Kurt Pfaff Agency, you will successfully market the financial products that manage everyday risks.
As a customer-oriented expert, you will market the best Life/Health insurance services and products to benefit clients and their families.
Your sales experience equips you to continually grow your income as you provide the needed security for times of distress and vulnerability.
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.
Work alongside your agency’s team to ensure successful, exceptionally satisfying, and long-lasting customer relations.
QUALIFICATIONS:
Bachelor's degree in finance, economics, accounting, or a related field.
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.
Accredited with the Financial Industry Regulatory Authority (FINRA)
Life/Health Insurance License
Successful track record of meeting sales goals/quotas preferred
BENEFITS:
Salary plus commission/bonus
Paid time off (vacation and personal/sick days)
Health benefits
Growth potential/Opportunity for advancement within my office
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