Insurance Sales Representative
PSG Global Solutions · Charlotte, NC
📍 Charlotte, NC, usvia smartrecruitersPosted 2016-05-13
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Fortune 100 financial services organization that is the leading retirement provider for people who work in the academic, research, medical and cultural fields.
Key Duties & Responsibilities:
Perform outbound calling to clients on approved cases and all future needs based selling outbound initiatives for TC Life
Convert approved cases to issued policies through consultative, needs-based selling and closing skills
Determine client’s need and financial situations through fact-finding and scheduling call-backs and/or email communication
Participate in marketing campaign outbound calls as needed
Achieve individual and team goals and quality objectives
Work within TC Life NB & UW to assist with the application process that requires a licensed representative interaction in order to better serve the client
Ensure adequate system documentation for each client transaction
Must have at least three years of experience working as a financial advisor or inside sales representative. (could be in a call center, bank, etc.)
Bachelor’s degree is nice to have; without a degree candidates must have 5+ years of experience
FINRA Series 6 and Series 63 licenses are preferred
All your information will be kept confidential according to EEO guidelines.
IF THIS IS THE JOB OPPORTUNITY FOR YOU GIVE ME A CALL AT 646-618-8925 ASAP! I want to know more about your preferences.
If in case you know someone who might be interested for this, feel free to pass it along. I look forward to hearing from you!
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