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Financial advisor

 
 

Job Description 

We are looking for outstanding individuals that are driven by results, enjoy working in a fast paced environment and above all deliver excellent customer service and find helping others rewarding. If you meet this description, are an experienced sales professional or you are seeking to start or make a change in your career we want to talk with you! We have several open positions from entry level to experienced.

Responsibilities:

  • Present and sell company products and services to new and existing customers in person and over the phone

  • Prospect and contact potential customers

  • Reach monthly sales targets

  • Resolve customer inquiries and complaints acting as a liaison between clients and carriers

  • Set follow-up appointments to keep customers aware of latest developments

Qualifications:

  • Bilingual. Fluent in Spanish required.

  • Previous experience in sales and customer service is valued but not required.

  • Positive attitude and ability to build rapport with clients and teammates.

  • Persuasive, Deadline and Detail-oriented

  • License to sell Auto Insurance is valued but not required as the company provide training to obtain such license

We offer: Excellent work environment and career advancement opportunities along excellent benefits: Health, dental, vision & life fully paid by the company, Opportunity to receive equity, Attractive commissions, Holidays, Paid vacations and Retirement plan (401k)