Impactful Retirement Solutions Sales Specialist

Eaton Insurance Group; Sarasota (FL); Sur place; USD 40 000 - 100 000; Plein temps

Avantages offerts par ce poste

Flexible Schedule

Hands on Training

Career Growth Opportunities

Mon-Fri Schedule

Unlimited Earning Potential

Uncapped bonuses

Ownership

Build a legacy

Résumé du poste

Sound Retirement Solutions is seeking driven professionals to advance retirement planning with a focus on client service and solution placement. You will evaluate coverage, leverage CRM tools, and collaborate to deliver risk management strategies for clients’ retirement needs.

Join a team that values relationship-building, ongoing training, and uncapped earning potential. This role emphasizes ethical conduct, accuracy, and proactive client support within a Mon-Fri schedule.

Qualifications

• Experience in sales or customer service is an asset.
• Proficiency in MS Office and CRM systems.
• Ability to analyze financial information and comply with regulations.

Responsabilités

• Develop and execute marketing strategies to drive client connections.
• Evaluate current coverage and make recommendations.
• Use systems to locate the best solutions for clients.
• Collaborate to deliver risk management strategies for retirement protection.
• Nurture relationships with existing clients.
• Partner with a team to support the community.
• Maintain insurance documents and records per regulations.
• Stay up to date on industry information.

Connaissances

Customer service aptitude

Conflict resolution

Verbal and written communication

Multitasking

System navigation

Computer systems

Problem solving with limited info

Questioning & deduction

Outils

MS Office

CRM systems

Description du poste

Sound Retirement Solutions is seeking driven professionals to advance retirement planning with a focus on client service and solution placement. You will evaluate coverage, leverage CRM tools, and collaborate to deliver risk management strategies for clients’ retirement needs.

Join a team that values relationship-building, ongoing training, and uncapped earning potential. This role emphasizes ethical conduct, accuracy, and proactive client support within a Mon-Fri schedule.