puestos de Financial Planner en United States

Company Overview: Join our team at Nara Consultancy, a reputable insurance agency dedicated to providing tailored insurance solutions to individuals and businesses. With a focus on customer satisfaction, integrity, and innovation, we strive to exceed client expectations while fostering a positive and rewarding work environment.

Responsibilities:

1. Prospecting: Identify and pursue new business opportunities through prospecting, networking, and referrals to expand the client base.
2. Consultative Selling: Conduct needs-based analysis to understand clients' insurance requirements and recommend appropriate coverage options to meet their needs and budget.
3. Client Relationship Management: Build and maintain strong relationships with clients by providing exceptional service, addressing inquiries, and resolving concerns in a timely and professional manner.
4. Sales Presentations: Deliver engaging and informative sales presentations to prospective clients, showcasing the benefits of our insurance products and services.
5. Policy Management: Assist clients with policy selection, issuance, and maintenance, ensuring accuracy, completeness, and compliance with underwriting guidelines.
6. Cross-Selling: Identify opportunities to cross-sell additional insurance products and services to existing clients to maximize revenue and enhance customer satisfaction.
7. Market Research: Stay informed about industry trends, competitor offerings, and market developments to identify opportunities for growth and innovation.
8. Sales Reporting: Maintain accurate records of sales activities, client interactions, and revenue performance for reporting and analysis purposes.
9. Compliance: Adhere to regulatory requirements, company policies, and ethical standards to ensure compliance and uphold the company's reputation.
10. Continuous Learning: Stay updated on insurance products, underwriting guidelines, and sales techniques through ongoing training and professional development opportunities.

Requirements:

• High school diploma or equivalent. Bachelor's degree preferred.
• Proven track record of success in insurance sales or a related field.
• Excellent communication, negotiation, and interpersonal skills.
• Strong sales acumen with the ability to build rapport, overcome objections, and close deals.
• Goal-oriented mindset with a drive to achieve and exceed sales targets.
• Ability to work independently and as part of a team in a fast-paced environment.
• Proficiency in MS Office Suite and CRM software.
• Insurance license (if required by state/regulatory authority).

Benefits:

• Competitive base salary with uncapped commission structure.
• Comprehensive training and ongoing support.
• Opportunities for career advancement and professional development.
• Health insurance, retirement savings plan, and other benefits.