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Insurance Sales RepresentativePSG Global Solutions • Charlotte, North Carolina, United States
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Insurance Sales Representative

PSG Global Solutions
  • US
    Charlotte, North Carolina, United States
  • US
    Charlotte, North Carolina, United States
Postuler Maintenant

À propos

Insurance Sales Representative

Key Duties & Responsibilities:

  • Perform outbound calling to clients on approved cases and all future needs based selling outbound initiatives for TC Life
  • Convert approved cases to issued policies through consultative, needs-based selling and closing skills
  • Determine client's need and financial situations through fact-finding and scheduling call-backs and/or email communication
  • Participate in marketing campaign outbound calls as needed
  • Achieve individual and team goals and quality objectives
  • Work within TC Life NB & UW to assist with the application process that requires a licensed representative interaction in order to better serve the client
  • Ensure adequate system documentation for each client transaction

Qualifications:

  • Must have at least three years of experience working as a financial advisor or inside sales representative. (could be in a call center, bank, etc.)
  • Bachelor's degree is nice to have; without a degree candidates must have 5+ years of experience
  • FINRA Series 6 and Series 63 licenses are preferred

All your information will be kept confidential according to EEO guidelines.

  • Charlotte, North Carolina, United States

Compétences linguistiques

  • English
Avis aux utilisateurs

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