Inbound Financial Sales Representative

Group 1001

2 years sales or customer service experience
Strong oral and written communication skills
Ability to work independently under pressure
The role involves serving as the first line of client-facing contact for inbound calls from insurance advisors and brokers

Job Summary

  • The role involves serving as the first line of client-facing contact for inbound calls from insurance advisors and brokers.
  • Employees are eligible for comprehensive health, dental, vision, life insurance, disability coverage, and a 401K plan with matching contributions.
  • The company emphasizes a culture of collaboration, communication, and striving for outcomes while valuing diversity and individual differences.

Matching Summary

The role involves serving as the first line of client-facing contact for inbound calls from insurance advisors and brokers.

Skills & Requirements

Must-have

  • 2 years sales or customer service experience
  • Strong oral and written communication skills
  • Ability to work independently under pressure

Nice-to-have

  • Demonstrated track record of exceeding performance expectations
  • Excellent interpersonal and team collaboration skills
  • Adaptability to change with attention to detail

Key Requirements

  • Bachelor's degree or equivalent experience
  • Active FINRA Series 6, 63 and State Life/Health licenses
  • Knowledge of annuity, insurance, or investment products

Work Rights

Not specified

Tailored Resume

Cover Letter