- Evaluate new customers' insurance needs, insurance risk, existing coverage, long-term goals, and financial status through consultations to create a tailored experience that exceeds expectations.
- Provide warm and professional customer service while onboarding new clients and maintain existing clients, including booking appointments, inquiry response, insurance eligibility, claim submissions, questions concerning billing, and insurance policies.
- Ensure all paperwork is up to date while maintaining records and bookkeeping.
- Great interpersonal, communication, leadership, and management skills
- Must be 18 years or older
- Active driver's license
- Must be coachable, detail-oriented, and a team player.
- Possesses outstanding interpersonal and communication skills.
- An active Life Health insurance license is a strong bonus but not required.
- Previous customer service preferred
- Flexible schedule
- Work from home
- Bonus opportunities
- Commission pay
- Monday to Friday
- Weekends as needed
- In-person
- In the field
- Do you have a Life insurance producer license? If not, are you willing to take a course, pass an exam and complete a background check within two weeks of accepting the position?
- Sales: 1 year (Preferred)
- English (Required)
- Spanish (Preferred)
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Sales Associate - Augusta, United States - P.r. Financial
Description
P. R. Financial is an independent marketing organization (IMO) in the financial services industry; specifically in the insurance marketplace.We serve clients by acting as their independent advisor and broker for products in life insurance, health insurance, retirement, annuities, Medicare, senior benefits, and more.
P. R. Financial is remaking the industry for agents by agents. Each agent owns their book of business. We would love for you to join usOur approach is simple.
We believe in our people, we provide them a platform, we train them how to be amazing, mentor them into maturity, and cheer them on the way to becoming our partners.
We want partners, not employees. Apply today*Job Responsibilities:
Job Type:
Full-time
Pay:
$62, $126,488.00 per year
Benefits:
Supplemental pay types:
Weekly day range:
Work setting:
Application Question(s):
Experience:
Language:
Work Location:
In person