Job Overview Join our dynamic team as a Financial Services Agent, where your enthusiasm and expertise will drive customer success and business growth. In this role, you will serve as a vital link between clients and our comprehensive suite of insurance and financial products. Your energetic approach to outside sales, combined with your negotiation skills, will help build lasting relationships while providing tailored solutions that meet clients' needs. This paid position offers an exciting opportunity to develop your sales acumen within a supportive environment focused on professional growth and customer satisfaction. Duties Engage in proactive outside sales efforts to attract new clients and expand existing accounts across diverse markets. Build strong customer relationships through effective communication, understanding client needs, and delivering personalized service. Conduct thorough analysis of client portfolios to recommend suitable insurance products such as health, life, property casualty, and commercial insurance policies. Negotiate terms and coverage options with clients to ensure mutually beneficial agreements while adhering to insurance regulations. Manage sales administration tasks including CRM system updates, benefits administration documentation, and client communication records. Provide exceptional customer service by addressing inquiries promptly, explaining policy details clearly, and assisting with claims or policy adjustments. Stay informed about industry trends, insurance regulation changes, and product updates to offer expert guidance. Requirements Proven experience in outside sales or retail sales environments with a track record of meeting or exceeding targets. Strong negotiation skills paired with excellent communication abilities in multiple languages; bilingual proficiency is highly desirable. Knowledge of insurance products including health, life, property casualty, and commercial insurance is preferred. Familiarity with CRM systems such as Microsoft Office tools for sales tracking and client management. Analysis skills to evaluate client needs and recommend appropriate solutions effectively. Customer relationship building expertise combined with outstanding customer service skills. Understanding of insurance regulation standards and benefits administration processes. Ability to work independently in a fast-paced environment while maintaining professionalism and attention to detail. Join us today as a Financial Services Agent and be part of a vibrant team dedicated to empowering clients through expert advice and innovative solutions!

Pay:

$3,000.00 - $5,000.00 per week

Benefits:

Flexible schedule Health insurance Work from home

Work Location:

Hybrid remote in Beltsville, MD 20705