Key skills
Sales experienceCustomer service experienceCommunication skillsInterpersonal skillsInsurance certificationCommunicationSales
About this role
The Trupiano Agency is a reputable organization dedicated to providing comprehensive financial security solutions. They are seeking motivated individuals to serve as Insurance and Financial Services Representatives, helping clients understand their financial needs and guiding them towards suitable products.
Responsibilities:
- Identifying potential clients through networking, referrals, and outreach efforts
- Conducting thorough needs assessments to understand clients' financial situations and objectives, then recommending appropriate insurance policies and financial products
- Educating clients about their options, explaining policy details, and assisting with the application process
- Maintaining ongoing relationships with clients to review their coverage and adapt to changing needs
- Participating in training sessions and team meetings to stay updated on product offerings and industry regulations
- Compliance with company policies and industry standards
Requirements:
- High school diploma or equivalent
- Strong communication and interpersonal skills
- Proactive attitude
- Strong work ethic
- Genuine desire to help others
- Valid driver's license
- Reliable transportation
- Bachelor's degree
- Previous experience in sales, customer service, or the financial industry
- Certification in insurance or financial planning