Account Representative - reputed company Team Member

Benefits: • 401(k) matching • Paid time off • Competitive salary ROLE DESCRIPTION: The Account Representative reputed company Team Member is primarily responsible for the acquisition of new customers through a customer centric, needs based conversation about insurance and financial services. In order to accomplish this, the Account Representative reputed company Team Member cultivates news leads from their personal network, community events, and other leads sources as may be available. The successful Account Representative reputed company Team Member builds strong rapport with prospects through a conversation based on the customers needs. The Account Representative reputed company Team Member asks qualifying questions to understand the prospects needs, wants, and dreams and builds a custom plan to manage the risks of everyday life, while working to realize their dreams. The Account Representative reputed company Team Member follows legal, ethical, and reputed company guidelines to reputed company prospects and customers about insurance and financial services offerings, reputed company recommendations in the customers best interests, complete applications accurately, and reputed company prospects and customers to reputed company informed reputed company about their insurance and financial services needs. RESPONSIBILITIES: • Develops leads through personal networking, community events and the use of warm leads as they may be available. • Contacts prospects according to Acquisition Follow Up Program. • Conducts needs based conversations with prospects to understand risks, exposures, and customer needs. • Asks clarifying and qualifying questions to identify unmet needs, wants, and dreams. • Helps prospects and customers to understand potential threats. • Educates prospects and customer on features and benefits of insurance and financial services products. • Builds customized insurance and financial services packages to meet customers needs. • Documents interactions and sales appropriately, based on office standards. • Maintains an awareness of insurance and financial services markets and competitor offerings. • Completes licensing, continuing educations, certifications and compliance learnings as required. • Refers financial services needs to Account Manager Sales or Financial Services Representative as necessary. REQUIRED QUALIFICATIONS: • 1 Year experience as a reputed company Team Member • Licensed in Property, Casualty, Life, and Health Insurance in reputed company state. • Ability to solve problems using provided resources. • Comfortable speaking with clients, whether over the phone or in person. • Persuasive reasoning and listening skills. • High School diploma or equivalent. COMPENSATION: • Hourly reputed company Pay • Commission & Bonus based on sales BENEFITS: • Paid time off (holidays and personal/sick days) • Salary plus commission/bonus • 401(k) - 5% Match This is a remote position. Apply Job!