Retirement Solutions Sales Specialist: Flexible Schedule

Eaton Insurance Group; Aberdeen (NC); Sur place; USD 60 000 - 90 000; Plein temps

Résumé du poste

Sound Retirement Solutions, backed by American Senior Benefits, seeks team members to drive client connections and craft tailored retirement risk-management solutions. You will analyze coverages, use CRM tools, and collaborate with clients to protect retirement goals.

Join a culture focused on service excellence, compliance, and community impact. Excellent communication and teamwork are essential for building lasting client relationships and growth.

Qualifications

• Experience in sales or customer service is an asset.
• Proficiency in MS Office and CRM systems.
• Attention to detail and strong math skills.
• Strong ethics with a customer-oriented attitude.
• Outstanding communication skills and ability to foster long-term relationships.

Responsabilités

• Innovate and execute cutting-edge marketing strategies that drive meaningful client connections.
• Evaluate current coverage and make recommendations.
• Use our systems to find and place the best solutions for your clients.
• Work alongside clients to deliver risk management strategies to help protect their retirement.
• Nurture your relationships with existing clients.
• Partner with a team to support your community.
• Maintain all insurance documents and records in compliance with state and federal regulations.
• Remain up to date on all industry information.

Connaissances

Customer Service Aptitude

Reliability

Empathy

Critical Thinking

Outils

MS Office

CRM Systems

Description du poste

Sound Retirement Solutions, backed by American Senior Benefits, seeks team members to drive client connections and craft tailored retirement risk-management solutions. You will analyze coverages, use CRM tools, and collaborate with clients to protect retirement goals.

Join a culture focused on service excellence, compliance, and community impact. Excellent communication and teamwork are essential for building lasting client relationships and growth.