Sales Associate

WORLD FINANCIAL GROUP INSURANCE AGENCY, INC.; Austin (TX); Remote; USD 50,000 - 120,000; Full time

Job summary

WORLD FINANCIAL GROUP INSURANCE AGENCY, INC. is seeking a Sales Associate for a full-time remote role. The position involves generating leads and building relationships in the financial services sector to help clients achieve financial independence. Candidates should have strong communication skills and a Bachelor's degree in a relevant field, with a focus on meeting sales targets and providing tailored solutions.

Qualifications

• Experience in financial services or insurance is a plus.
• Entry-level position with opportunities for growth.

Responsibilities

• Generate leads and build client relationships.
• Conduct needs assessments and present tailored financial solutions.
• Maintain a detailed client database and meet sales targets.

Skills

Strong communication and interpersonal skills

Proficiency in sales techniques and lead generation

Understanding of financial products and solutions

Experience in building and maintaining client relationships

Ability to work independently and meet sales targets

Organizational skills for managing client information and schedules

Education

Bachelor's degree in Business, Finance, Marketing, or related field

Job description

1 day ago Be among the first 25 applicants

WORLD FINANCIAL GROUP INSURANCE AGENCY, INC. is based out of 4333 EDGEWOOD RD NE, Cedar Rapids, Iowa, United States. As a prominent player in the financial services industry, we are dedicated to providing financial strategies and insurance solutions to meet the needs of our clients. Our mission is to help individuals and families achieve financial independence through comprehensive service offerings.

Role Description

This is a full-time remote role for a Sales Associate. The Sales Associate will be responsible for generating leads, building client relationships, and closing sales of financial products and insurance solutions. Daily tasks will include reaching out to potential clients, conducting needs assessments, presenting tailored financial solutions, and maintaining a detailed client database. Additionally, the role involves meeting sales targets and collaborating with team members to ensure client satisfaction and business growth.

Qualifications

• Strong communication and interpersonal skills
• Proficiency in sales techniques and lead generation
• Understanding of financial products and solutions
• Experience in building and maintaining client relationships
• Ability to work independently and meet sales targets
• Organizational skills for managing client information and schedules
• Relevant experience in the financial services or insurance industry is a plus
• Bachelor's degree in Business, Finance, Marketing, or related field

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

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