Sales Representative

Reposted 15 Hours Ago
Be an Early Applicant
Summerville, SC, USA
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 Sales Representative will implement sales processes, evaluate customers insurance needs, build rapport, ensure paperwork is updated, and provide customer service while onboarding and maintaining clients.
Summary Generated by Built In
About the Sales Representative position

Our expanding insurance brokerage is looking for full-time brokers to join our team! We will provide the support network and resources to help you reach your goals. If you have a strong drive to succeed, great communication skills, coachability, and an entrepreneurial mindset we would love to hear from you. Apply today!

Sales Representative responsibilities are:
  • Implementing processes and procedures to sell insurance
  • Evaluate new customers insurance needs, risks, existing coverage, long term goals, and financial status  to create a tailored experience that exceeds expectations
  • Building rapport with customers
  • Getting details from customers to assist them
  • Ensuring all paperwork is up to date 
  • Provide professional customer service while onboarding new clients and maintaining existing clients
  • Being aware of the company’s services/policies
  • Working accordingly with company policies
  • Attending daily team calls
Sales Representative requirements are:
  • Must be at least 18 years or older
  • Active drivers license
  • Detail oriented and a team player
  • High school diploma or equivalent minimum
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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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