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Financial Sales Professional


Pay$89000.00 - $120000.00 / year
LocationLafayette/Louisiana
Employment typeFull-Time

This job is now closed

  • Job Description

      Req#: 440832
      Employer Industry: Life Insurance and Financial Services

      Why consider this job opportunity:
      - Flexible schedule allowing for work-life balance and the ability to choose clients
      - Opportunity to make a significant impact in the community by helping individuals and families achieve financial security
      - Work with one of the most respected financial companies in America, consistently featured on the Fortune 100 list
      - Strong support system for professional development and networking
      - Potential for personal growth and career advancement within the organization

      What to Expect (Job Responsibilities):
      - Provide warm and professional customer service while onboarding new clients and maintaining existing relationships
      - Ensure all contracting paperwork is current while managing databases, records, and bookkeeping
      - Develop a prospective customer base and market insurance products through referrals, cold calling, and networking
      - Assist policyholders with the insurance claims process while overseeing the progress of current claims
      - Identify and assess new client insurance needs and financial situations through scheduled meetings

      What is Required (Qualifications):
      - Must be licensed in Louisiana
      - Previous health insurance or life insurance experience is a plus
      - Previous customer service or sales representative experience preferred
      - High school diploma or equivalent required; Bachelor's degree preferred
      - Proficiency with Microsoft Office products

      How to Stand Out (Preferred Qualifications):
      - Candidates with an active Life & Health insurance license are strongly preferred
      - Experience in building and maintaining long-term client relationships

      #LifeInsurance #FinancialServices #CareerOpportunity #FlexibleSchedule #CustomerService

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      We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer.
  • About the company

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