Are you a motivated leader with strong business acumen, seeking fresh challenges? Join us as an associate, where you'll be a key player in our customer-focused approach to insurance and financial services. Collaborate with seasoned brokers to grasp our innovative system, product offerings, and client management strategies. This role presents an excellent opportunity to launch a potentially rewarding career in the financial services sector, with room for advancement in a nurturing and cooperative setting. We're looking for an extroverted individual with exceptional communication, sales skills, and a passion for networking. If this sounds like you, don't hesitate to apply today! Responsibilities: • Develop leads by leveraging referrals, networking opportunities, and various marketing strategies. • Cultivate and sustain strong client connections through effective communication and superior customer service. • Evaluate clients' financial situations and insurance needs to offer tailored recommendations. • Assist clients with application processes, policy reviews, and ensuring all documentation is complete. • Perform needs assessments to identify personalized solutions for clients. • Provide follow-up support to clients to ensure their satisfaction and address any concerns promptly. Qualifications: • Proficiency in using basic computer skills and software such as Zoom, Microsoft PowerPoint, and various Internet browsers is required. • Must possess or be willing to obtain an Insurance Agent License. • Candidates must have US Work Authorization. • Excellent written and verbal communication skills are essential. • Demonstrated track record of achieving and exceeding personal goals is a must. Compensation: $85,000 - $350,000 yearly
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• Develop leads by leveraging referrals, networking opportunities, and various marketing strategies.
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• Cultivate and sustain strong client connections through effective communication and superior customer service.
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• Evaluate clients' financial situations and insurance needs to offer tailored recommendations.
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• Assist clients with application processes, policy reviews, and ensuring all documentation is complete.
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• Perform needs assessments to identify personalized solutions for clients.
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• Provide follow-up support to clients to ensure their satisfaction and address any concerns promptly.