Financial Representative Rock Nation Tamarac, FL Job Details Temporary | Permanent | Part-time | Seasonal | Full-time | Contract $2,400 - $40,000 a month 8 hours ago Benefits Work from home Flexible schedule Qualifications Investment Customer records maintenance Customer communication Financial sales Teamwork Customer relationship building Commercial insurance knowledge Interpersonal skills Sales analysis Health insurance policy knowledge Regulatory compliance Health insurance plan information Life insurance knowledge Sales data analysis Client database systems Insurance regulation Financial product expertise Industry knowledge of financial regulations Sales management systems proficiency Lead Tracking Activity sales targets Health insurance sales CRM system proficiency Productivity software Insurance sales Sales data tracking Full Job Description Job Summary Join our dynamic team as a Financial Representative and become a vital partner in helping clients achieve their financial goals! In this energetic role, you will build lasting relationships with clients by providing tailored financial solutions, including insurance products and investment options. Your proactive approach and excellent communication skills will drive client satisfaction and business growth. This paid position offers an exciting opportunity to develop your sales expertise while making a meaningful impact on people's financial well-being. Duties Engage in outside sales activities to identify potential clients and expand the customer base through proactive outreach and networking. Conduct client consultations to assess financial needs and recommend appropriate insurance policies such as health, life, property, casualty, and commercial insurance products. Negotiate terms with clients to secure mutually beneficial agreements, ensuring clarity and satisfaction for all parties involved. Manage sales administration tasks, including CRM (Customer Relationship Management) system updates, documentation, and follow-up communications. Build strong customer relationships by providing exceptional service, addressing inquiries promptly, and maintaining ongoing client engagement. Analyze client data to identify opportunities for cross-selling additional insurance or financial products that align with their goals. Stay informed about industry regulations, insurance policies, and market trends to provide accurate advice and ensure compliance. Requirements Proven experience in outside sales, retail sales, or telemarketing with a track record of meeting or exceeding targets. Strong negotiation skills coupled with excellent communication abilities in multiple languages; bilingual proficiency is highly desirable. Knowledge of insurance products including health, life, property casualty, and commercial insurance; familiarity with benefits administration is a plus. Proficiency in Microsoft Office applications and CRM systems for client management and sales tracking. Demonstrated analysis skills to evaluate client needs and develop customized solutions effectively. Customer service orientation with exceptional client communication skills to foster trust and loyalty. Understanding of insurance regulation standards to ensure compliance across all transactions. Ability to work independently in outside sales environments while maintaining a team-oriented attitude. Join us today as we empower individuals to secure their financial futures! This role offers an engaging environment where your sales talents can flourish while helping clients navigate their insurance options confidently.

Pay:

$2,400.00 - $40,000.00 per month

Benefits:

Flexible schedule Work from home

Work Location:

Hybrid remote in Tamarac, FL 33321