Insurance Sales Representative

Reposted 5 Days Ago
Be an Early Applicant
Pooler, GA
In-Office
Entry level
Financial Services
Serving the needs of our clients through full service financial planning, wealth management and protection strategies.
The Role
The Insurance Sales Representative is responsible for acquiring new clients, building relationships, and implementing sales strategies to sell insurance. This includes preparing reports and assisting customers with inquiries.
Summary Generated by Built In
About the Insurance Sales Representative position

We are looking for a competitive Insurance Sales Representative to help us expand our business by actively seeking and acquiring new clients. You will identify their needs and demands and sell accordingly.

The goal is to formulate strong relationships to ensure growth and preserve and augment our firm’s prestige.

Day 1 Vestment/ own your book of business from day 1

Incentive trips/ bonuses

Coaches and mentors

Sponsored conferences

Hands on training

Insurance Sales Representative responsibilities are:
  • Implementing strategies to sell insurance

  • Building rapport with customers

  • Getting details from customers to fully assist them

  • Preparing reports for manager/supervisor

  • Dealing with customer enquiries and disputes

  • Being fully aware of the company’s services/policies

  • Working accordingly with company policies

Insurance Sales Representative requirements are:
  • Computer savvy

  • Motivational

  • Communication skills should be excellent

  • Good at building rapport with customers and persuading individuals

  • High school diploma or BA/BSc degree in Marketing or a related field

Top Skills

Computer Skills
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The Company
HQ: Des Plaines, IL
9 Employees
Year Founded: 2009

What We Do

Alchemy Financial Group is a comprehensive financial services firm committed to helping our clients improve their long-term financial success.

Securities offered through a Representative of Cambridge Investment Research, Inc. a broker dealer, member FINRA/SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc. A registered Investment Advisor. Alchemy Financial Group and Cambridge are separate entities. Content provided via links to third party sites should not be considered an endorsement of content, which we cannot verify, as it relates to completeness or accuracy.

For a list of states we are registered to do business, please visit www.alchemyfinancialgroup.com

Products & Services

At Alchemy Financial Group, we provide assistance in the following areas:

Investments:
Stocks
Bonds
Mutual Funds
Options
Traditional IRAs
Roth IRAs
SEP IRAs
Simple IRAs
Brokerage Accounts
Alternative Investments
College Savings 529 Plans
Variable Annuities

Financial Planning:
Retirement Planning
College Planning
Estate Planning
Wealth Distribution
Group Retirement Plans
Charitable Gifting

Insurance:
Life Insurance
Disability Income Insurance
Long Term Care
Annuities

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