What are the responsibilities and job description for the Financial Representative position at Confidential?
Our firm is expanding due to back-to-back years of record market growth across the nation. We have office locations in Pittsburgh & Morgantown and we have teams working in the Erie/Cleveland and Charleston markets as well! We are looking for professional, highly ambitious, and motivated leaders to be a part of our team as we continue to build and grow in Western PA and West Virginia.
Our firm is making a strong, positive impact in the community. We partner with Business Owners to make employee benefits available at no cost to the business while increasing their bottom line. We financially support employees and families in local communities during times of need. Our services allow families to navigate tough times when the unexpected happens in life. The compensation varies by position and performance, and we have a clear path for anyone desiring a management position or office ownership.
We are seeking someone to become an integral part of our team! You will take charge to implement the vision, mission, and core values established by the Keller Agencies. With over 121 years of experience, after consecutive back-to-back record years, we are just getting started!
We are seeking candidates to join our record-breaking team as we provide life-changing services to our clientele.
Responsibilities:
- Connect with business owners utilizing our state-of-the-art SalesForce platform
- Consult with business owners & HR directors about needed employee benefit programs
- Utilize proven company systems to partner with businesses and their employees
- Provide benefit enrollment services for business organizations
- Achieve weekly, monthly, and yearly production and growth goals
- Communicate and plan weekly activities in partnership with the leadership team
- Follow established activity model for success Qualifications:
- Professional representation of self and company
- Customer Service experience preferred
- Computer skills including Microsoft Office
- Willingness to learn and be coached
- Desire to make a positive impact in the community
- Good organization and communication skills
Career Growth: Our Career Track provides the opportunity for rapid career growth. Top performers are eligible for management opportunities after 90 days with our company. No more waiting for promotions that never come, take control with our firm.
Compensation: The Keller Agencies offers rich performance incentives including weekly bonus pay, residual income, management bonus, quality bonus pay, and overall unlimited income-earning opportunity.
Job Type: Full-time
Pay: $60,000.00 - $80,000.00 per year
Schedule:
- Monday to Friday
Supplemental Pay:
- Bonus pay
- Commission pay
Work Location: Multiple Locations
