About the Financial Sales Representative Position
We are seeking a motivated and dedicated Sales Representative to join our company. As a Sales Representative with The Mathews Agency, you’ll help current and prospective customers determine which of our plans best fits their needs while building lasting relationships with them.
Sales Representative Responsibilities
- Become familiar with and retain information about the insurance plans offered
- Work with our proven lead system to help potential clients and attempt to build working relationships with them
- Engage with prospective clients through email, phone, or via Zoom to discuss the company’s insurance offerings
- Work with clients to find the plan that best suits their needs, explaining the pros and cons of each option
- Assist clients by giving customized quotes, trying to find something within their budget
- Explain approved policies to customers
- Answer client questions as needed
- Regularly revisit clients to reevaluate their policy needs, suggesting modifications and updates
- Stay knowledgeable of insurance trends and practices
Sales Representative Requirements
- We will help you get your license if you are not already licensed in Life and Health
- Outgoing personality with strong persuasive and sales skills
- Excellent communication and interpersonal skills
- Superb organizational and multitasking skills
- Basic math and data skills
- Computer literacy
Benefits
* Discounted Health, Dental and Vision insurance
* Life Insurance
* Ability to earn trips and bonuses
* Training and mentorship provided
This is a 100% Commission position with residuals and overrides
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