Overview
Join our dynamic team as a Financial Services Professional and become a vital part of helping clients achieve their financial goals! In this role, you will deliver personalized financial solutions, foster strong client relationships, and provide expert guidance across a range of financial products. Your enthusiasm and proactive approach will drive success in a fast-paced environment where every interaction counts. This paid position offers opportunities for growth, skill development, and making a meaningful impact on clients’ financial well-being.
Responsibilities
- Engage with clients through outside sales efforts, including retail sales and telemarketing, to identify their financial needs and present tailored solutions.
- Conduct thorough analysis of client financial situations to recommend appropriate insurance, investment, and benefits administration options.
- Negotiate terms and close sales by clearly communicating product benefits while addressing client concerns with confidence and professionalism.
- Manage sales administration tasks such as documentation, follow-up, and maintaining accurate customer records to ensure seamless service delivery.
- Provide exceptional customer service by answering inquiries, explaining complex financial concepts in simple terms, and ensuring client satisfaction.
- Collaborate with marketing teams to develop strategies that attract new clients and retain existing ones through effective communication skills.
- Stay informed about industry regulations including HIPAA compliance when handling sensitive health-related information, ensuring all interactions adhere to legal standards.
- we provide regular training for those who are new to the industry or maybe lacking the some of the following skills
Skills
- Proven experience in outside sales, retail sales, or telemarketing with a track record of meeting or exceeding targets.
- Strong negotiation skills to effectively close deals while maintaining positive client relationships.
- Excellent communication skills in multiple languages; bilingual abilities are highly valued for serving diverse communities.
- Familiarity with sales administration processes and analysis skills to interpret data for strategic decision-making.
- Knowledge of insurance sales, benefits administration, and marketing principles to enhance client engagement strategies.
- Exceptional customer service abilities coupled with active listening skills to understand client needs thoroughly.
- Ability to handle sensitive information with discretion in compliance with HIPAA regulations when applicable. Embark on a rewarding career where your energy fuels success! We’re committed to supporting your professional growth while empowering you to make a difference in clients’ lives every day.
- P.S. this is a commission based job
Job Types: Part-time, Contract
Pay: $2,500.00 - $5,000.00 per month
Expected hours: 2 – 5 per week
Benefits:
- Flexible schedule
- Work from home
Work Location: Hybrid remote in Beltsville, MD 20705
