Financial Advisor  

Aspiring to own a business and lead a team. As part of our successful team, we will assist in developing your business and leadership skills. This development and mentoring can lead you in the right direction to become better and prepare you for a potential career as a Financial Advisor. As part of this opportunity, you will learn from high calibre Financial Consultants, Top Unit Managers, and see what it's like to run a business and help grow an agency.

Responsibilities

• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
• Establish customer relationships and follow up with customers, as needed.
• Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding policies in force, eligibility, coverage, policy changes, transfers and claim submissions.
• Work with the agent to establish and meet marketing goals.
• Use a customer-focused, needs-based review process to educate customers about insurance options.
• Maintain a strong work ethic with a total passion to success each and every day.
• Adaption of skills necessary to operate a business.

• Successful track record of meeting sales goals/quotas preferred
• Interest in marketing products and services based on customer needs
• Excellent interpersonal skills
• Excellent communication skills - written, verbal and listening
• People-oriented
• Self-motivated
• Detail oriented
• Proactive in problem-solving
• Dedicated to customer service
• Ability to assess customer needs and conduct effective interviews
• Ability to effectively relate to a customer