Benefits:- Hiring bonus
- Bonus based on performance
- Competitive salary
- Flexible schedule
- Opportunity for advancement
- Paid time off
- Training & development
Position Overview:Are you passionate about helping individuals and families protect their financial future? We're looking for a motivated, relationship-focused
Financial Services Representative to join our growing agency.
In this role, you'll work directly with customers to identify their financial protection needs and provide personalized solutions through
Life & Health insurance and Medicare products. This is an excellent opportunity for an experienced professional who enjoys building lasting relationships, educating clients, and making a meaningful impact while growing their own career.
If you're self-driven, thrive in a sales-focused environment, and are committed to delivering exceptional customer service, we'd love to meet you.
Responsibilities:- Build and maintain strong relationships with new and existing customers.
- Conduct needs-based conversations to identify Life & Health insurance and Medicare opportunities.
- Educate clients on available coverage options and recommend solutions that align with their goals.
- Generate new business through referrals, networking, outbound prospecting, and follow-up activities.
- Conduct policy reviews to identify coverage gaps and additional financial protection opportunities.
- Stay current on Life & Health insurance products, Medicare guidelines, and industry changes.
- Maintain accurate customer records and documentation.
- Consistently meet or exceed individual sales goals.
What We're Looking For:- Active Life & Health insurance license will be required.
- Medicare certification or experience selling Medicare products strongly preferred.
- Previous experience in financial services, insurance, Medicare, or related sales preferred.
- Excellent communication, presentation, and interpersonal skills.
- Strong sense of urgency with the ability to follow through and manage multiple priorities.
- Self-motivated, goal-oriented, and able to work independently.
- Passion for helping customers make informed financial decisions.