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Financial Sales Representative
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Mendoza & Associates LLC
Remote
$229,014 Salary, Full-Time
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Job Description
Financial Sales Representative Mendoza & Associates LLC Yakima, WA Job Details Part-time | Full-time $200 - $900 an hour 10 hours ago Benefits Work from home Flexible schedule Life insurance Qualifications Professional networking Customer communication Mortgage lending Sales Insurance sales Marketing Full Job Description Job Summary We are seeking a motivated and dynamic Financial Representative to join our team. This role involves engaging with clients to provide financial solutions tailored to their needs. The ideal candidate will possess strong communication skills and a passion for helping others achieve their financial goals. As a Financial Representative, you will be responsible for building relationships, analyzing client needs, and delivering exceptional customer service. Duties Develop and maintain client relationships through outside sales efforts and networking. Conduct thorough analysis of clients' financial situations to recommend appropriate products and services. Provide expert guidance on insurance sales, benefits administration, and financial planning. Utilize negotiation skills to close sales and ensure client satisfaction. Engage in telemarketing efforts to reach potential clients and expand the customer base. Collaborate with team members on marketing strategies to promote financial services effectively. Maintain accurate records of sales activities and client interactions through sales administration practices. Ensure compliance with HIPAA regulations when handling sensitive client information. Offer bilingual services to cater to diverse clientele, enhancing communication and understanding. Qualifications Proven experience in outside sales or retail sales is preferred. Strong negotiation skills with a track record of successful sales outcomes. Excellent communication skills, both verbal and written, with the ability to convey complex information clearly. Multilingual or bilingual abilities are a plus, enhancing service delivery to a broader audience. Familiarity with insurance sales and benefits administration is advantageous. Strong analytical skills for assessing client needs and recommending suitable financial solutions. Previous experience in customer service roles is highly valued. A proactive approach to marketing initiatives that drive client engagement. Join our team as a Financial Representative where you can make a difference in the lives of clients while advancing your career in the financial services industry. Benefits State Sponsored Licenses Benefits State-sponsored licensing program All required coursework, exam fees, and fingerprinting covered Licensing opportunities include: State Life Insurance Producer License FINRA Securities License Series 6 License Series 63 License Series 26 License Series 65 License Mortgage Loan Originator (MLO) License Flexible schedule — part-time or full-time Remote work opportunity (work from anywhere) Ongoing training, mentorship, and professional development Opportunity for growth into leadership and management roles