A local insurance agency in Rowlett, TX is seeking a Financial Services Representative to market financial products and educate customers on insurance options. This full-time position offers a competitive salary with commission and benefits including paid time off and profit sharing. Candidates should possess strong analytical and communication skills, with a successful track record in sales preferred.
Qualifications
Must obtain relevant financial service licenses.
Proficiency in Microsoft Office applications.
Strong mathematical and analytical skills.
Effective communication and customer service skills.
Successful track record of meeting sales goals/quotas preferred.
Responsibilities
Educate customers about insurance options using a needs-based review process.
Work with the agent to set and achieve marketing goals.
Develop leads and schedule appointments to market products.
Skills
Customer service
Effective communication
Analytical skills
Organizational skills
Proficient in Microsoft Office
Mathematical skills
Job description
A local insurance agency in Rowlett, TX is seeking a Financial Services Representative to market financial products and educate customers on insurance options. This full-time position offers a competitive salary with commission and benefits including paid time off and profit sharing. Candidates should possess strong analytical and communication skills, with a successful track record in sales preferred.