Job Summary
We are seeking a dedicated and motivated Financial Professional to join our team. In this role, you will be responsible for providing financial guidance and services to clients, helping them achieve their financial goals. You will leverage your expertise in various financial products and services to build strong relationships with clients while ensuring compliance with industry regulations.
Responsibilities
- Develop and maintain relationships with clients through effective communication and exceptional customer service.
- Analyze clients' financial situations to provide tailored solutions that meet their needs.
- Assist clients with benefits administration, insurance sales, and retirement planning.
- Conduct outside sales activities to expand client base and promote financial products.
- Collaborate with team members to enhance service delivery and improve client satisfaction.
Skills
- Proven experience in retail sales or outside sales, demonstrating a strong ability to close deals.
- Excellent negotiation skills, with the ability to advocate for clients effectively.
- Strong analytical skills to assess financial data and develop strategic recommendations.
- Exceptional customer service skills, ensuring a positive experience for all clients.
- Ability to work independently as well as part of a team in a fast-paced environment. Responsibilities
- Provide warm and professional customer service while onboarding new clients and maintain existing clients, including booking appointments, inquiry response, insurance eligibility, claim submissions questions concerning billing and insurance policies
- Identify new client insurance needs, insurance risk, goals, current coverage, and financial situation by scheduling meetings for new customers, ensuring a personalized experience
- Grow new business by generating a prospective customer base and advertise our insurance products via networking, asking for referrals, and other marketing strategies
- Maintain databases, records, and bookkeeping, ensuring all paperwork is up to date
These are the traits you'll need:
- Self-discipline
- Confidence
- Resilience
- Persistence
- Determination
Join us as a Financial Professional where your expertise will make a significant impact on the lives of our clients!
Job Type: Full-time
Pay: $78,000.00 - $141,715.00 per year
Benefits:
- 401(k)
- Dental insurance
- Disability insurance
- Flexible schedule
- Health insurance
- Vision insurance
Ability to Commute:
- Lafayette, LA 70508 (Required)
Ability to Relocate:
- Lafayette, LA 70508: Relocate before starting work (Required)
Work Location: In person
