Financial Representative

RG&T Solutions; Town of Jackson (WI); Vor Ort; USD 42.000 - 51.000; Vollzeit

Zusammenfassung

RG&T Solutions is seeking candidates for a structured trainee program to develop skills in selling individual insurance products and building a financial practice. You will receive training and ongoing mentorship to strengthen sales and advisory capabilities, along with licensed preparedness.

Travel locally as needed, obtain required licenses, and grow a professional client base through proactive outreach and thorough documentation.

Qualifikationen

• Willing to travel locally for client engagements.
• Obtain and maintain required insurance licenses.
• Strong communication and customer-focused approach.
• Detail-oriented for documentation and application processing.

Aufgaben

• Receive training and mentorship to enhance sales and financial advisory capabilities.
• Develop prospecting skills to identify and reach potential clients.
• Explain insurance product features, benefits, and suitability to clients.
• Coordinate client proposals and manage application paperwork accurately.
• Build and support a growing client base through professional client interactions.

Kenntnisse

Sales skills

Communication skills

Customer service

Detail oriented

Jobbeschreibung

Participate in a structured trainee program to develop the skills to sell individual insurance products and build a financial practice.

Key Responsibilities

• Receive training and ongoing mentorship to strengthen sales and financial advisory capabilities.
• Develop prospecting skills to identify and reach potential clients.
• Explain insurance product features, benefits, and suitability to clients.
• Coordinate client proposals and manage application paperwork accurately.
• Build and support a growing client base through professional client interactions.

Requirements

• Ability to travel locally as needed for client engagement.
• Obtain and maintain required insurance licenses.
• Strong communication skills and customer-focused approach.
• Detail-oriented mindset for documentation and application processing.