Financial Sales Specialist

Our agency is currently seeking self-motivated, driven individuals with a passion for making a positive impact on peoples’ lives to occupy a full-time or part-part-time hybrid position at our Orlando branch (with flexibility for some remote work). As a Financial Sales Specialist, you will have the freedom to build your network of clients and associates who are looking for financial solutions. The Financial Sales Specialist will also be responsible for building relationships with clients, identifying new sales opportunities, and assisting with on-boarding new clients and agents.

We are looking for people who possess the following background/characteristics:

• Highly self-motivated and self-disciplined with the ability to work effectively independently.
• Have a strong passion for helping peoples
• Fearless attitude towards rejection and getting out of your comfort zone
• Organized, detail-oriented and excellent time-management skills. Desire for continuous learning
• Great communicator—excellent listening skills and ability to explain complex information in a simple and concise manner

Qualifications

• Minimum 2+ years of experience in customer service and/or sales
• Proven success in achieving sales targets and meeting deadlines with urgency.
• Excellent communication, interpersonal skills, prospecting with the ability to build and maintain client relationships.
• Highly motivated with a student mentality
• Ability to work independently and in a team environment
• Leadership
• Flexibility to adapt to changing priorities and work under pressure.
• Familiarity with insurance and/or financial services industry is a plus but not required.

Industry Legal Requirements

• Must be 18+
• U.S resident
• Able to pass a state and federal background check (No felonies)
• Able to financially get the 2-14 Florida Life & Annuities state insurance license

Career Benefits:

• Full Industry Training Provided
• Licensing & Home Office Support
• Flexible Scheduling
• Remote & Office Positions Available
• Family/Friendly Environment based on morals, values & principles
• Leadership & Personal Development Program
• Competitive Compensation
• Elite Broker Training Program
• State of the Art CRM System

Job Types: Full-time, Part-time

Pay: $68,000.00 - $106,000.00 per year

Expected hours: 15 – 25 per week

Benefits:

• Flexible schedule
• Work from home

Supplemental pay types:

• Bonus opportunities
• Commission pay

Weekly day range:

• Monday to Friday
• Weekends as needed

Work setting:

• Hybrid work
• In the field
• Office

Work Location: Hybrid remote in Altamonte Springs, FL 32714