Financial Planner

We’re seeking an outside sales representative with Insurance Expertise to identify new target buyers and upsell to current customers to achieve sales goals. The ideal candidate is a service-oriented outside sales expert who can prospect, present, and close deals efficiently. If you are looking to combine your communication and prospecting skills with your outside sales experience to leverage a more lucrative career in the industry, we want you on our team!

Keep bookkeeping systems, sales databases, customer records, and related organizational tools current to accurately report progress to monthly and quarterly sales quotas to stakeholders

Implement sales strategies and tactics proven effective in maintaining and growing existing customer portfolios comprised of loyal, long-term clients

Spend time listening to new and potential clients, assess their priorities and finances, and determine suitable insurance plan options that successfully meet their individual insurance needs

Develop and deliver risk management strategies for each customer based on their risk profile

Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements, and monitor insurance claims to ensure mutual satisfaction

Sales experience preferred – go-getter mindset

Strong communication skills, both written and verbal

Desire to help others

Strong business acumen

Perseverance in the face of a challenge

Ability to engage your community and leverage personal networks/contacts

Bilingual Speaking (English/Spanish) A Plus