Urgent need of Financial Representative 2025

January 8, 2025
$300000 - $401000 / year

Job Description

business intelligence LLC

About us

We are professional and agile.

Our work environment includes:

  • Modern office setting
  • Work-from-home days
  • Flexible working hours
  • Lively atmosphere
  • Company perks

Financial Representative
Financial Representative

We’re looking for a person who will be willing to make house and out-of-office appointments to meet with potential clients and discuss the range of insurance options that our agency can provide. The successful candidate will have excellent interpersonal skills, strong communication capabilities and the professionalism needed to conduct business in customer homes and other locations.

Responsibilities of Financial Representative:

  • Sell insurance policies to individuals, families and small businesses.
  • Provide customer service to customers who have insurance with the company.
  • Use a variety of software programs to provide information to customers.
  • Provide customers with assistance when filing insurance claims.
  • Explain the terms and conditions for insurance policies.
  • Sell additional products to existing customers.

Job Types: Full-time, Part-time, Contract

Benefits:

  • 401(k)
  • Health insurance
  • Paid time off

People with a criminal record are encouraged to apply

Work Location: Remote

Location