Remote Insurance & Financial Services Account Rep

Nick Mortallaro; Grain Valley (MO); À distance; USD 52 000 - 86 000; Plein temps

Avantages offerts par ce poste

401(k)

401(k) matching

Bonus based on performance

Company parties

Competitive salary

Health insurance

Paid time off

Profit sharing

Training & development

Résumé du poste

Mortallaro Insurance Agency Inc is seeking an Insurance and Financial Services Account Rep to build and nurture customer relationships, offering tailored insurance and financial planning options. You will act as a liaison between client needs and agency departments, promoting relevant products while driving growth with a base pay plus commissions.

We value a sociable, sales-minded professional who can expand our client base and deliver exceptional service in a dynamic team environment.

Qualifications

• 3+ years of experience in insurance and financial services.
• Licenses in insurance and FINRA Series 7 and 63 preferred.
• Strong communication and interpersonal abilities.

Responsabilités

• Develop and maintain customer relationships in insurance and financial services.
• Consult customers with comprehensive financial planning and insurance options.
• Assist customers with retirement planning, investment management, and insurance needs.
• Stay current with market trends and product offerings.

Connaissances

Communication

Interpersonal skills

Description du poste

Benefits:

• 401(k)
• 401(k) matching
• Bonus based on performance
• Company parties
• Competitive salary
• Health insurance
• Paid time off
• Profit sharing
• Training & development

ABOUT US:
At our top-performing insurance and financial services agency, we believe in a “work hard, play hard” culture where fun and productivity go hand in hand. Our team is driven, goal-oriented, and passionate about delivering world-class customer service while ensuring our clients are properly protected.

We pride ourselves on fostering an environment that supports professional development and personal growth. Here, you’ll find ample opportunities for advancement as we are committed to helping our employees achieve both their career aspirations and individual goals.

Join us if you’re ready to be part of a dynamic, supportive team that values excellence, collaboration, and a balanced approach to work and life.

ROLE DESCRIPTION:

As an Insurance and Financial Services Account Rep for Mortallaro Insurance Agency Inc, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. This role provides a base pay plus commissions opportunities.

Grow your career as you improve your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.

RESPONSIBILITIES:

• Develop and maintain customer relationships in insurance and financial services.
• Consult customers with comprehensive financial planning and insurance options.
• Assist customers with retirement planning, investment management, and insurance needs.
• Stay current with market trends and product offerings.

QUALIFICATIONS:

• 3+ years of experience in insurance and financial services.
• Communication and interpersonal skills.
• Licenses in insurance and FINRA Series 7 and 63 preferred.

Flexible work from home options available.