Sales Representative - Licensed conducts business development and sales activities with existing consumer banking customers and new prospects to increase sales of financial products and expand the customer base. Develops leads with customer profile development, telemarketing, and promotional events. Being a Sales Representative - Licensed maintains a broad understanding and detailed knowledge of the current financial product offerings. Assesses customer needs, explains each product's characteristics and benefits, and makes recommendations that align with the customer's financial objectives. Additionally, Sales Representative - Licensed may require a bachelor's degree. Completion of the FINRA Series 6 Investment Company Products/Variable Contract Limited Representative qualification exam and any required state licensing is required. Also requires completion of the FINRA Series 63 Uniform Securities Agent State Law Examination and any state licensing. Typically reports to a supervisor or manager. The Sales Representative - Licensed work is closely managed. Works on projects/matters of limited complexity in a support role. To be a Sales Representative - Licensed typically requires 0-2 years of related experience. (Copyright 2024 Salary.com)
We are seeking an experienced individual to join our Allstate agency as a Licensed Customer Service Representative to specialize in advocating for our clients with claims satisfaction, brokerage policies, and billing issues.
The ideal candidate will have a strong understanding of property and casualty insurance claims, preferably with previous experience at Allstate, coupled with excellent research skills. This role primarily focuses on providing outstanding research support to our retention specialists while also assisting with back-end office duties and administrative tasks. We are one of the largest Allstate offices in Oregon, so the ability to handle a large call volume and task prioritization is a must.
Key Responsibilities:
Qualifications:
Job Types: Full-time, Permanent
Pay: $19.00 - $24.00 per hour
Expected hours: 40 per week
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Weekly day range:
Work setting:
Work Location: In person
0 Sales Representative - Licensed jobs found in Salem, OR area