Sales Specialist

Eaton Insurance Group; Sarasota (FL); On-site; USD 40,000 - 100,000; Full time

Benefits offered by this job

Flexible Schedule

Hands on Training

Career Growth Opportunities

Mon-Fri Schedule

Unlimited Earning Potential

Uncapped bonuses

Ownership

Build a legacy

Job summary

Sound Retirement Solutions is seeking driven professionals to advance retirement planning with a focus on client service and solution placement. You will evaluate coverage, leverage CRM tools, and collaborate to deliver risk management strategies for clients’ retirement needs.

Join a team that values relationship-building, ongoing training, and uncapped earning potential. This role emphasizes ethical conduct, accuracy, and proactive client support within a Mon-Fri schedule.

Qualifications

• Experience in sales or customer service is an asset.
• Proficiency in MS Office and CRM systems.
• Ability to analyze financial information and comply with regulations.

Responsibilities

• Develop and execute marketing strategies to drive client connections.
• Evaluate current coverage and make recommendations.
• Use systems to locate the best solutions for clients.
• Collaborate to deliver risk management strategies for retirement protection.
• Nurture relationships with existing clients.
• Partner with a team to support the community.
• Maintain insurance documents and records per regulations.
• Stay up to date on industry information.

Skills

Customer service aptitude

Conflict resolution

Verbal and written communication

Multitasking

System navigation

Computer systems

Problem solving with limited info

Questioning & deduction

Tools

MS Office

CRM systems

Job description

Grit Drive Empathy Energy - are these your super powers? Because this describes the culture at Sound Retirement Solutions, backed by American Senior Benefits.

American Senior Benefits - is backed by Integrity, the largest insurance marketing group in the country. We offer our agent partners more support, more and better compensation, more products and solutions for their clients, more training, and more marketing materials. With the philosophy - “putting people back in the people business,” American Senior Benefits knows that our strength is in our relationships. We will always do the right thing.

Join us, and be a force for good in your community.

• Innovate and execute cutting-edge marketing strategies that drive meaningful client connections.
• Evaluate current coverage and make reccomendations.
• 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.

#Flexible Schedule #Hands on Training #Career Growth Opportunities #Mon-Fri Schedule # Unlimited Earning Potential

#Uncapped bonuses #Ownership #Build a legacy

Core Competencies

• Customer Service Aptitude
• Reliability
• Empathy
• Critical Thinking

Skills, Knowledge, & Abilities

• Professional customer service aptitude
• Basic conflict resolution skills
• Effective verbal and written communication
• Demonstrated ability to multitask
• Ability to navigate system tools to search for answers & information
• Demonstrated ability to utilize computer systems/data systems
• Ability to solve complex situations with limited information
• Questioning and deductive reasoning skills

Requirements

• Experience in sales or customer service is an asset
• Ability to analyze financial information and comply with regulations
• 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 the ability to foster long-term relationships