Financial representative

TE - 3.6

Fort Lauderdale, FL Job Details Part-time $500 - $1,000 a week 3 hours ago Benefits Flexible schedule Qualifications Term negotiation Customer communication Customer relationship building Commercial insurance knowledge Sales needs analysis Health insurance policy knowledge Life insurance knowledge Client database systems Insurance regulation Financial product expertise Sales management systems proficiency Health insurance sales Life insurance sales CRM system proficiency Productivity software Sales automation technologies Full Job Description Job Overview We are seeking a dynamic and motivated Financial Representative to join our team and help clients achieve their financial goals through personalized advice and tailored solutions. In this role, you will serve as a trusted advisor, building strong relationships with clients while providing comprehensive financial services. Your energetic approach and excellent communication skills will drive success in a fast-paced environment, empowering clients to make informed decisions about their financial futures. This paid position offers an exciting opportunity to grow your career in the financial services industry while making a meaningful impact on clients' lives. Responsibilities Engage with clients through outside sales efforts, including prospecting and developing new business opportunities Conduct thorough needs analysis to recommend appropriate insurance products such as health, life, property, casualty, and commercial insurance Build and maintain long-term customer relationships by providing exceptional client service and ongoing support Negotiate policy terms and coverage options to meet client needs while ensuring compliance with insurance regulations Manage sales administration tasks using CRM systems and Microsoft Office tools to track client interactions and policy details Educate clients on benefits administration, insurance options, and regulatory requirements to facilitate informed decision-making Utilize telemarketing techniques to generate leads, follow up with prospects, and expand the client base Requirements Proven experience in outside sales, retail sales, or insurance sales with a focus on customer relationship building Strong negotiation skills combined with excellent communication abilities in bilingual or multilingual settings Knowledge of health insurance, life insurance, property casualty insurance, and commercial insurance products Familiarity with insurance regulation standards and compliance requirements Proficiency in CRM systems, Microsoft Office applications, and sales administration tools Analysis skills to assess client needs accurately and recommend suitable solutions Exceptional customer service skills with the ability to communicate complex information clearly and effectively Experience in benefits administration, client communication, and telemarketing strategies is highly desirable Join us to become a vital part of a passionate team dedicated to helping clients secure their financial future!

Pay:

$500.00 - $1,000.00 per week

Benefits:

Flexible schedule

Work Location:

Hybrid remote in Fort Lauderdale, FL 33309