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Financial Services Agent

Jeff Ivy District Manager
Allen, TX Full Time
POSTED ON 11/25/2022 CLOSED ON 12/9/2022

Job Posting for Financial Services Agent at Jeff Ivy District Manager

Job Description


We are seeking a passionate, self-driven, natural born leader with a desire to make a difference in people's lives. As a Financial Services Agent you will be part of a team that is helping to grow the revenue of the office by offering products that people need for their security and peace of mind.

Our newest Financial Services Agent will pursue and respond to the requests and needs of prospects and current clients who need or interested in learning where to invest, place money for retirement and utilize markets. As a Financial Services Agent you will be trained to act as a consultant families, evaluating needs and recommending the most appropriate means of meeting those needs


Benefits


Career Development & Growth

Hands On Training

Remote Work Flexibility

Paid Time Off

Commission Pay

 

Other benefits vary by agency.


Responsibilities


  • Meet new business production goals and objectives as established.
  • Solicits for new business via telephone, networking, and other lead sources.
  • Maintain knowledge of new products.
  • Provide exceptional customer service.
  • Prospects for new business by following sales leads generated from referrals, networking, marketing, cold-calling, and lead databases.
  • Educate clients on the services that best suit their needs

 

Responsibilities vary by agency.


Requirements


  • Have Series 6 or 7, Series 63 and state life insurance license
  • Still apply if you do not currently obtain these licenses and are open to it!
  • Customer Service Experience (Preferred 1 year)
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Salary.com Estimation for Financial Services Agent in Allen, TX
$86,430 to $181,928
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