Financial Protection Specialist Destined Financial Group Fort Lauderdale, FL Job Details Part-time | Full-time $5,000 - $100,000 a month 16 hours ago Qualifications Life Insurance License Customer communication Financial sales Interpersonal skills Client database systems Sales management systems proficiency CRM system proficiency Productivity software Insurance sales Sales automation technologies Full Job Description Job Summary We are seeking a dynamic and motivated Financial Protection Specialist to join our team! In this role, you will be at the forefront of providing comprehensive financial protection solutions to clients, helping them secure their futures through tailored insurance products. Your energetic approach will drive customer engagement, build lasting relationships, and deliver exceptional service. This position offers an exciting opportunity to leverage your sales expertise and insurance knowledge to make a meaningful impact on clients' financial well-being. Responsibilities Engage with potential clients through outside sales efforts, including telemarketing and community outreach, to promote insurance products and financial protection plans. Conduct thorough client consultations to assess their needs and recommend suitable health, life, property casualty, and commercial insurance solutions. Negotiate policy terms and coverage options with clients to ensure mutual satisfaction while meeting company sales targets. Manage sales administration tasks using CRM systems and Microsoft Office tools to track leads, follow-ups, and client information accurately. Build strong customer relationships by providing exceptional client communication and personalized service throughout the sales process. Stay informed about insurance regulations, industry trends, and product updates related to health insurance, life insurance, and property casualty coverage. Collaborate with team members on benefits administration projects and support clients in understanding their insurance benefits. Experience Proven experience in outside sales or retail sales environments with a focus on insurance or financial products. Strong negotiation skills combined with excellent communication abilities in bilingual or multilingual settings. Familiarity with insurance regulation, health insurance, life insurance, property casualty insurance, and commercial insurance knowledge is highly preferred. Proficiency in CRM systems, Microsoft Office applications, and sales administration tools is essential. Demonstrated ability to analyze client needs effectively and develop tailored solutions that meet diverse customer requirements. Prior experience in customer service roles emphasizing client communication and relationship building is advantageous. Knowledge of benefits administration processes and telemarketing strategies will be considered a plus. Join us as a Financial Protection Specialist and become a vital part of empowering individuals and businesses through expert insurance advice! We are committed to supporting your professional growth while helping clients achieve peace of mind through comprehensive financial protection plans.

Pay:

$5,000.00 - $100,000.00 per month

Work Location:

Hybrid remote in Fort Lauderdale, FL 33304