Our team is seeking a motivated and dedicated Insurance Sales Representative to join our company. As an Insurance Sales Representative with Alchemy Group Financial, you’ll help current and prospective customers determine which of our plans best fits their needs while building lasting relationships with them.
To succeed in this role, you’ll need to be outgoing and an excellent communicator, ready to help our clients in any way you can.
Insurance Sales Representative Responsibilities- Become familiar with and retain information about the insurance plans offered
- Identify potential clients and attempt to build working relationships with them
- Engage with prospective clients through email, phone, or in person 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
- Regularly revisit clients to reevaluate their policy needs, suggesting modifications and updates
- Stay knowledgeable of insurance trends and practices
- Present clients with the ability to preserve their wealth and grow their wealth
- [1+] years of experience as an Insurance Sales Representative
- High school diploma or equivalent
- Outgoing personality with strong persuasive and sales skills
- Excellent communication and interpersonal skills
- Superb organizational and multitasking skills
- BA/BS in finance or similar field preferred
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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