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

Integrity marketing group jobs

Financial Services Professional

Get Opportunities Career Services Won't Show You