Insurance & Financial Services Associate (Sales & Growth)

Twitty Insurance; Schaumburg (IL); On-site; USD 38,000 - 55,000; Full time

Benefits offered by this job

Commission/Bonus

Paid time off

Profit sharing

Growth potential

Job summary

Twitty Insurance in Schaumburg, IL seeks an organized Financial Representative to support agents and help clients select suitable coverages. This role blends admin duties with sales, offering a path to growth and higher earnings.

Responsibilities center on building client relationships, delivering prompt service, educating customers about options, and promoting business development. Requirements include strong customer service, sales experience, and licenses for P&C and Life/Health.

Qualifications

• Customer-focused, needs-based approach to educate clients on insurance options.
• Ability to obtain Property & Casualty license.
• Ability to obtain Life/Health license.
• Willingness to pursue marketing goals and growth.

Responsibilities

• Establish customer relationships and follow up as needed.
• Provide prompt, accurate, friendly service for inquiries on insurance, coverage changes, billing, and transfers.
• Educate customers about insurance options using a needs-based review.
• Communicate effectively to support business development and client satisfaction.

Skills

Customer service

Sales experience

Marketing mindset

Communication skills

Education

Property & Casualty License

Life/Health License

Job description

Twitty Insurance in Schaumburg, IL seeks an organized Financial Representative to support agents and help clients select suitable coverages. This role blends admin duties with sales, offering a path to growth and higher earnings.

Responsibilities center on building client relationships, delivering prompt service, educating customers about options, and promoting business development. Requirements include strong customer service, sales experience, and licenses for P&C and Life/Health.