Our culture is based on being risk managers and helping our customers manage the risk of everyday life. Assist customers with retirement planning, investment management, and insurance needs.
Numbers & Facts
Location
Tannersville, PA (Remote)
Job Type
Full-time
Description
Benefits:
401(k) matching
Bonus based on performance
Competitive salary
Free uniforms
Opportunity for advancement
Paid time off
Signing bonus
Training & development
About Us:
Our agency provides insurance and financial services throughout the tristate area, PA, MD, NY and NJ. We offer free insurance and financial reviews. Our culture is based on being risk managers and helping our customers manage the risk of everyday life. We treat our customers and our team like family.
Grow your career as you improve your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.
RESPONSIBILITIES:
Develop and maintain customer relationships in insurance and financial services.
Consult customers with comprehensive financial planning and insurance options.
Assist customers with retirement planning, investment management, and insurance needs.
Stay current with market trends and product offerings.
Generating prospects through outbound calls, referrals and networking.
Engaging with existing customers to offer additional products and services.
QUALIFICATIONS:
1+ years of experience in insurance and financial services (Preferred).