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Form of workJob Description
ROLE DESCRIPTION:As a Financial Services specialist with Jessica Alvarez Agency, you will successfully market the financial products that manage everyday risks. 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:
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.
- Series 6 or 7, and 65 required.
- Must have 215 Life and Health Insurance License.
- Proven experience working as a Financial Services Representative for Life Insurance Premium goals and Annuities.
- Proficiency in Microsoft Office applications.
- Strong mathematical skills.
- Excellent analytical, organizational, and problem-solving skills.
- Effective communication skills.
- Exceptional customer service skills.
- Successful track record of meeting sales goals/quotas
- Salary plus commission/bonus
- Paid time off (vacation and personal/sick days)
- Health benefits
- Growth potential/Opportunity for advancement within my office
