Bilingual Insurance & Financial Advisor

Ahidagarcia; Philadelphia (Philadelphia County); On-site; USD 40,000 - 70,000; Full time

Benefits offered by this job

Salary plus commission/bonus

PTO

Growth potential

Ongoing training and development opportunities

Supportive and collaborative team

Job summary

Ahida Garcia is seeking a Financial Account Representative to market financial products and educate customers on insurance options in Philadelphia. The successful candidate will have a Bachelor’s degree and be bilingual in English and Spanish.

Responsibilities include educating customers, working with the marketing team, and developing leads. This role offers a salary of $40,000 to $70,000 annually, plus commission and various benefits including ongoing training and a supportive team environment.

Qualifications

• Must be bilingual in English and Spanish.
• Proven experience working as a financial services representative.
• Excellent analytical, organizational, and problem-solving skills.

Responsibilities

• Educate customers about insurance options through a needs-based review process.
• Work with the agent to establish and meet marketing goals.
• Develop leads, schedule appointments, and market appropriate products.

Skills

Bilingual in English and Spanish

Excellent analytical skills

Organizational skills

Problem-solving skills

Education

Bachelor's degree in finance or related field

Job description

Ahida Garcia is seeking a Financial Account Representative to market financial products and educate customers on insurance options in Philadelphia. The successful candidate will have a Bachelor’s degree and be bilingual in English and Spanish.

Responsibilities include educating customers, working with the marketing team, and developing leads. This role offers a salary of $40,000 to $70,000 annually, plus commission and various benefits including ongoing training and a supportive team environment.