[Insurance License Required] Insurance Sales Job at Teran and Partners, Davenport, FL

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  • Teran and Partners
  • Davenport, FL

Job Description

The role of an Financial Advisor is to confidently guide customers through the life insurance buying process by educating customers on how life insurance works, which products are best suited for specific situations and to provide a world class customer experience by ensuring transparency in an industry thats generally overly complicated, ambiguous and slow to adapt to change.

You will be responsible for sales outreach to customers that have gone through our quick and easy underwriting process and have been approved for coverage. The sales conversation includes a 'needs analysis' to understand the customers insurance needs, a review of recommended coverage options within that range and guidance when reviewing the policy contract so the customer can make an informed and confident buying decision. If youre looking for a role that is responsible for shaping the future of life insurance sales and provides security for families in the event that the worst were to happen, then look no further!

To succeed in this role, you should have a strong desire to win and overachieve, while exuding a positive attitude and energy with customers and teammates. Were looking for experienced sales professionals with exceptional communication skills, a strong passion for helping others and a drive to improve and get better each day. In this role, you will:

Identify and understand an individuals needs through in-depth discovery and effective communication via email, SMS, phone and/or in person.

Manage a pipeline of approved customers and provide omni-channel support to drive approval conversions

Build relationships and instill trust with customers in order to drive monthly and quarterly conversion targets

Communicate the authentic value proposition and how we differ from other life insurance options in market

Educate customers on their life insurance policy options and relevant policy details

Iterate and improve upon workflows and outreach strategies

Close new sales opportunities through effective inbound lead follow-up

Drive referral activity by creating positive customer experiences

Partner with marketing, underwriting experience, customer support, operations and product in order to execute team and company goals

Stay up-to-date with new products/services and life insurance industry trends

Skills & Experience:

1-3 years of experience in sales, account management or related roles

Proven track record with ability to hit sales targets

Excellent time management and organizational skills

Proficiency experience with Salesforce or equivalent sales/CRM software

Start up grit and can adapt to changes quickly

Incredible drive to win

Quick learner comfortable in a fast-paced, dynamic environment

Excellent communication skills including strong phone presence

Life insurance experience strongly preferred, but not required

Passionate about delivering exceptional customer service

Everyone is welcome at TDG. We are an equal opportunity employer who values diversity and inclusion and look for applicants who understand, embrace and thrive in a multicultural world. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Job Types: Full-time, Part-time

Pay: $600.00 - $2,000.00 per week

Expected hours: No less than 20 per week

Benefits:

401(k)

Financial planning services

Health insurance

Life insurance

Teran and Partners

Job Tags

Full time, Contract work,

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