Insurance & Financial Services Advisor — Growth & Rewards

Insurewithchris; Bethesda (MD); On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

Ongoing training and development opportunities

Supportive team environment

Career growth and advancement

Salary plus commission/bonus

Paid time off

Job summary

A dynamic insurance agency in Bethesda is seeking a Financial Services Representative to engage with customers and provide personalized insurance solutions. Ideal candidates will have a passion for sales, strong communication skills, and a desire to help clients. This full-time role offers competitive compensation, with opportunities for advancement and ongoing training in a supportive team environment.

Qualifications

• Previous experience in sales or customer service is preferred.
• Excellent verbal and written communication skills.
• Strong desire to help customers and provide exceptional service.
• Self-motivated individual with a proven track record in sales.
• Familiarity with insurance products and practices is advantageous.
• Bilingual Spanish is a plus.

Responsibilities

• Engaging with potential customers to assess their insurance needs.
• Proactively seeking new business opportunities.
• Building strong relationships with clients for ongoing support.
• Identifying opportunities for cross-selling and upselling.
• Collaborating with the team to achieve sales targets.

Skills

Sales Experience

Communication Skills

Customer-Centric

Goal-Driven

Insurance Knowledge

Bilingual Spanish

Job description

A dynamic insurance agency in Bethesda is seeking a Financial Services Representative to engage with customers and provide personalized insurance solutions. Ideal candidates will have a passion for sales, strong communication skills, and a desire to help clients. This full-time role offers competitive compensation, with opportunities for advancement and ongoing training in a supportive team environment.