Sales Agent

We are seeking motivated and professional Sales Agents to join our growing financial services team. Sales Agents work with individuals and families to understand their financial goals and provide education on financial protection, life insurance, retirement strategies, and related financial solutions.

Responsibilities
Conduct virtual and phone appointments with prospective and existing clients.
Identify clients’ financial needs, goals, and priorities.
Present financial products and solutions clearly and professionally.
Build and maintain strong client relationships.
Follow up with prospects and clients throughout the sales process.
Generate new business through referrals, networking, and approved marketing strategies.
Complete applications and required paperwork accurately.
Maintain client information and activity in the CRM.
Participate in training, team meetings, and professional development.
Meet individual and team sales goals.
Provide excellent customer service and ongoing client support.
Follow company policies and applicable industry requirements.
Qualifications
Strong communication and interpersonal skills
Self-motivated and goal-oriented
Professional and confident with clients
Strong relationship-building and customer service skills
Sales or business development experience preferred
Financial services experience is a plus but not required
Willingness to complete required licensing and training
Strong organizational and time-management skills
Comfortable working remotely using phone, Zoom, email, and CRM technology
Ability to work independently and as part of a team
Positive attitude and willingness to learn

• Connect with prospective clients through phone, Zoom, and other approved communication channels.
• Conduct financial needs assessments to understand clients’ goals and priorities.
• Educate clients on life insurance, retirement, annuities, and financial protection strategies.
• Present appropriate financial solutions in a clear and professional manner.
• Build and maintain long-term client relationships.
• Follow up with prospects and clients to move opportunities through the sales process.
• Generate new business through referrals, networking, and approved marketing activities.
• Complete applications, forms, and client paperwork accurately and on time.
• Maintain accurate and up-to-date client and prospect information in the CRM.
• Manage appointments, follow-ups, and daily sales activities.
• Provide ongoing customer service and support to existing clients.
• Participate in team meetings, training, and professional development.
• Work toward individual and team sales goals.
• Maintain professionalism, confidentiality, and compliance with company and industry requirements.