Our team is seeking a motivated and dedicated Insurance Sales Representative to join our company. As an Insurance Sales Representative with Alchemy 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 as needed
- Regularly revisit clients to reevaluate their policy needs, suggesting modifications and updates
- Stay knowledgeable of insurance trends and practices
- High school diploma or equivalent
- Outgoing personality with strong persuasive and sales skills
- Excellent communication and interpersonal skills
- Superb organizational and multitasking skills
- Basic math and data skills
- BA/BS in finance or similar field preferred
Skills Required
- High school diploma or equivalent
- Outgoing personality with strong persuasive and sales skills
- Excellent communication and interpersonal skills
- Superb organizational and multitasking skills
- Basic math and data skills
- BA/BS in finance or similar field
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
