Insurance Sales Representative
About this role
Company Description
Fortune 100 financial services organization that is the leading retirement provider for people who work in the academic, research, medical and cultural fields.
Job Description
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
Qualifications
- 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
Additional Information
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!
Frequently Asked Questions
Is the salary disclosed for the Insurance Sales Representative position at psgglobalsolutions2?
The salary for this Insurance Sales Representative role at psgglobalsolutions2 is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the Insurance Sales Representative position at psgglobalsolutions2 located?
This Insurance Sales Representative role at psgglobalsolutions2 is based in Charlotte, Charlotte, NC, United States, NC, us. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the Insurance Sales Representative role at psgglobalsolutions2 full-time or part-time?
This is listed as a Contract position. It is posted as a Insurance Sales Representative role at psgglobalsolutions2.
How do I apply for the Insurance Sales Representative position at psgglobalsolutions2?
Click the "Apply Now" button on this page. You will be redirected to psgglobalsolutions2's official application portal hosted on smartrecruiters where you can submit your application directly.
When was the Insurance Sales Representative job at psgglobalsolutions2 posted?
This Insurance Sales Representative position at psgglobalsolutions2 was posted on May 13, 2016. Apply as soon as possible — early applications are often reviewed first.
Insurance Sales Representative
psgglobalsolutions2
You'll be redirected to psgglobalsolutions2's official application page on SmartRecruiters.