Job Summary

Responsible for selling a variety of financial services, including life insurance, retirement income, and long-term care insurance.

Primary Responsibilities

- Sell financial services to businesses and individuals

- Recommend certain services such as life insurance, retirement income, and long-term care insurance

- Build relationships with clients and communities

- Provide solutions for short and long-term financial goals

- Help clients achieve financial security

- Present products and services via a presentation or slideshow

- Determine clients' financial needs and areas of improvement

- Develop prospects from current commercial customers, referral leads, and sales and trade meetings

- Negotiate sales agreements and contracts

- Prepare forms or agreements

- Determine future growth

- Advise customers regarding expected fluctuations

- Make presentations on financial services to groups to attract new clients

- Use financial, tax, economics and accounting skills to review a client's personal data and recommend financial strategies that are appropriate to the client's goals

- Advise a client on whether to buy certain types of insurance

Educational Qualification

B/A

Qualifications

In this entrepreneurial, consultative sales position, you will build your professional practice by prospecting for clients on a referral basis within clearly defined markets; developing and maintaining long-term relationships with clients and listening empathetically, gathering facts, analyzing needs and making responsible recommendations; and expanding personal knowledge and skills through joint work with fellow associates.

- Integrity and strong work ethic

- Entrepreneurial spirit

- Confidence and resiliency

- Interpersonal skills

Additional Information

Choice Makes the Difference

Unlike other insurance and financial services companies that may offer products and services from a single provider, our associates represent many of the industry's leading companies to the consumer. This approach helps our associates find the product that fits a client's needs, rather than fitting he or she into a product. Whether looking for insurance or other financial products, our associate can accommodate each client's unique needs.

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