Currently seeking a motivated individual with an entrepreneurial spirit to offer financial services products and benefits to local prospective clients. The successful candidate will have served in a sales role in which he or she cultivated a pool of prospective clients through referrals, networking, cold calls, marketing initiatives, and other proactive sales strategies. If you are an enthusiastic, intuitive, and organized professional who thrives in a multifaceted role, this job is for you! We’ll provide you with the training, mentoring, and support you need to take your earning potential into your own hands. Please send us your resume today! Responsibilities: • Keep bookkeeping systems, sales databases, customer records, and related organizational tools current to accurately report progress to monthly and quarterly sales quotas to stakeholders • Implement sales strategies and tactics proven effective in maintaining and growing existing customer portfolios comprised of loyal, long-term clients • Spend time consulting new and potential clients, assess their priorities and finances and determine suitable insurance plan options that successfully meet their individual insurance needs • Develop and deliver risk management strategies for each customer based on their risk profile • Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements, and monitor insurance claims to ensure mutual satisfaction Qualifications: • Candidates should have basic computer skills and be able to use Microsoft Office programs • Bachelor’s degree preferred; high school diploma required • Some experience with accounting or sales software/CRM database is beneficial • Excellent communication, customer service, analytical, and interpersonal skills are necessary Compensation: $60,000 - $85,000 +

• Keep bookkeeping systems, sales databases, customer records, and related organizational tools current to accurately report progress to monthly and quarterly sales quotas to stakeholders • Implement sales strategies and tactics proven effective in maintaining and growing existing customer portfolios comprised of loyal, long-term clients • Spend time consulting new and potential clients, assess their priorities and finances and determine suitable insurance plan options that successfully meet their individual insurance needs • Develop and deliver risk management strategies for each customer based on their risk profile • Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements, and monitor insurance claims to ensure mutual satisfaction