Financial Representative jobs in Bridgeport, CT

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TeleSales Representative - Remote
  • UniTrust Financial Group
  • Shelton, CT FULL_TIME
  • TeleSales Representative- Remote


    Job Description: Are you a self-motivated, driven individual with a passion for sales and client management? InsuraTec Services Group is seeking enthusiastic TeleSales Representatives to join our remote team. As a TeleSales Representative, you'll play a crucial role in providing excellent customer service, promoting financial planning services, and offering life insurance coverage options to clients. We offer training, a transparent work environment, and flexible hours to help you succeed in your sales career.

    Key Responsibilities:

    • Account Management: Build and maintain relationships with clients to understand their needs and provide tailored insurance solutions.
    • Client Management: Ensure client satisfaction and retention by addressing their insurance-related queries and concerns.
    • Client Support: Offer exceptional support throughout the sales process and beyond to uphold our commitment to service.
    • Sales Strategy: Develop and implement effective sales strategies to meet and exceed sales targets.
    • No Cold Calling: You won't be making cold calls; we provide leads to help you connect with potential clients.
    • Remote Work: Enjoy the benefits of working from home with flexible hours and a self-paced work environment.
    • Training Provided: We offer comprehensive training to equip you with the knowledge and skills required for success.
    • Must Obtain Life Insurance License: A requirement for selling life insurance, but we can guide you through the process.

    Qualifications:

    • Self-motivated and relentless in pursuing sales goals.
    • Strong communication and client relationship management skills.
    • Entry-level position; no prior experience required.
    • Desire to work in financial services and insurance sales.
    • Commitment to integrity and a transparent approach to sales.

    What We Offer:

    • Commission-only compensation structure.
    • Access to marketing support and a variety of coverage options.
    • No door-to-door or network marketing activities.
    • Work-life balance with a flexible schedule.
    • Opportunities for career growth within the company.

    If you are passionate about sales, enjoy working in a remote environment, and are committed to helping clients secure their financial future, apply now to join the InsuraTec Services Group team as a TeleSales Representative. We look forward to having you on board and supporting your journey to success in the insurance sales industry.

    InsuraTec Services Group is an equal opportunity employer. We value diversity and are committed to providing a welcoming and inclusive work environment.

  • 3 Days Ago

U
TeleSales Representative - Remote
  • UniTrust Financial Group
  • Bridgeport, CT FULL_TIME
  • TeleSales Representative- Remote Job Description: Are you a self-motivated, driven individual with a passion for sales and client management? InsuraTec Services Group is seeking enthusiastic TeleSales...
  • 4 Days Ago

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IT Help Desk Representative (on site)
  • Sikorsky Financial Credit Union
  • Stratford, CT FULL_TIME
  • Why Join the Sikorsky Credit Union Team? Sikorsky Credit Union has been named the #1 Credit Union in Connecticut for 4 years in a row. We are one of the largest credit unions in the state, with over $...
  • 21 Days Ago

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Sales Development Representative
  • The Betancourt Agency-Symmetry Financial Group
  • Bridgeport, CT FULL_TIME
  • Are you a motivated individual looking to make a meaningful impact while building a rewarding career? We're on the lookout for passionate and driven Life Insurance Agents to join our dynamic team!Abou...
  • 1 Month Ago

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Life Insurance Sales Representative
  • Symmetry Financial Group – The Clayton Agency
  • Bridgeport, CT FULL_TIME
  • Simple Solutions Financial Service needs the right agents to help our growing clientele build an asset and not a liability.Our agents participate in meaningful and impactful work while serving in a re...
  • 1 Month Ago

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Insurance Sales representative
  • Symmetry Financial Group – The Clayton Agency
  • Bridgeport, CT FULL_TIME
  • Simple Solutions Financial Service needs the right agents to help our growing clientele build an asset and not a liability.Our agents participate in meaningful and impactful work while serving in a re...
  • 1 Month Ago

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0 Financial Representative jobs found in Bridgeport, CT area

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Fuel Compliance Officer - 12 Month Register
  • Department Of The Treasury
  • Bridgeport, CT
  • Duties WHAT IS THE SMALL BUSINESS SELF EMPLOYEDDIVISION? A description of the business units can be found at: https://ww...
  • 4/24/2024 12:00:00 AM

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Financial Advisor Development Program
  • Northwestern Mutual
  • Norwalk, CT
  • FINANCIAL ADVISOR DEVELOPNENT PROGRAM: What is the program? • Outstanding graduating seniors will be given an opportunit...
  • 4/23/2024 12:00:00 AM

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Financial Planner
  • Northwestern Mutual
  • Farmingdale, NY
  • About Us: Northwestern Mutual has been helping families and businesses achieve financial security for 167 years. Through...
  • 4/23/2024 12:00:00 AM

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Financial Planner
  • Northwestern Mutual
  • Farmingdale, NY
  • About Us: Northwestern Mutual has been helping families and businesses achieve financial security for 167 years. Through...
  • 4/22/2024 12:00:00 AM

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Financial Sales Representative (Training Provided)
  • Northwestern Mutual
  • Norwalk, CT
  • Join our growing team.. Our Norwalk, CT firm is seeking professionals to join our growing practice. Our financial repres...
  • 4/22/2024 12:00:00 AM

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Internal Revenue Agent (Senior Revenue Agent (Examiner) -12 MONTH ROSTER
  • Department Of The Treasury
  • Bridgeport, CT
  • Duties WHAT IS THE SBSE - SMALL BUSINESS SELF EMPLOYED DIVISION? A description of the business units can be found at: ht...
  • 4/22/2024 12:00:00 AM

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Financial Representative
  • Northwestern Mutual
  • New Haven, CT
  • Overview: As business owners, Financial Representatives at Northwestern Mutual help their clients live more and worry le...
  • 4/21/2024 12:00:00 AM

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Financial Advisor Development Program
  • Northwestern Mutual
  • Norwalk, CT
  • FINANCIAL ADVISOR DEVELOPNENT PROGRAM: What is the program? Outstanding graduating seniors will be given an opportunity ...
  • 4/20/2024 12:00:00 AM

Bridgeport is a historic seaport city in the U.S. state of Connecticut. It is in Fairfield County, at the mouth of the Pequonnock River on Long Island Sound, 60 miles from Manhattan and 40 miles from The Bronx. It is bordered by the towns of Trumbull to the north, Fairfield to the west, and Stratford to the east. As of 2017, Bridgeport had an estimated population of 146,579, which made it the largest city in Connecticut and the fifth-most populous in New England. The Greater Bridgeport area is the 48th-largest urban area in the United States. The showman P. T. Barnum was a resident of the cit...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Representative jobs
$55,523 to $79,347
Bridgeport, Connecticut area prices
were up 1.7% from a year ago

Financial Representative in Des Moines, IA
Review, verify and/or identify customer transactions to detect/prevent financial crimes activity, policy violations and suspicious situations in order to mitigate losses.
February 16, 2023
Financial Representative
Performs other duties as the supervisor may, from time to time, deem necessary.
October 14, 2022
Assist customers with account maintenance including printing temporary checks, accepting check orders, processing stop payments, accepting customer information (CIF) changes, transferring funds, etc.
November 30, 2022
Provide highest level of service by quickly and accurately identifying customer needs and articulating the appropriate solution to their questions and / or account-related issues.
January 14, 2023
Follows Bank procedures when performing transactions on teller machine and other required equipment such as encoder, CRT.
February 13, 2023
Handles all account maintenance, all service related member needs and communicates to higher authority, when necessary.
March 22, 2023
Prepare documentation for new accounts, loans and/or card issuance, ensuring adherence to legal requirements and Credit Union policies and procedures.
April 16, 2023
Participates in staff development programs, in support of the Credit Union's commitment to continuous improvement in sales, service, quality and teamwork.
May 13, 2023
Demonstrated financial responsibility, character, and general fitness such as to warrant a determination that the individual will operate honestly, fairly and efficiently.
May 15, 2023