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Insurance Sales Associate - Perfect Role for Recent Grads!

Company: Carroll Enterprises, Inc.
Location: Worcester
Posted on: September 15, 2019

Job Description:

The Sales Associate develops relationships with clients, brokers and prospective clients by following up on office supplied leads or developing new leads. The role provides the opportunity to develop knowledge of various financial products and stay current on new products and product changes. The role is an in-house position and it does not require travel nor travel expenses.In this role, you will learn and develop financial strategies by guiding clients to establish financial goals; matching goals to situation with appropriate financial products.

  • Develop relationships with current and prospective clients and brokers to help them meet their financial objectives and increase awareness of and sales of various financial products.
  • Generate interest by providing information about financial products and generating interest by positioning the value-added benefits
  • Identify sales opportunities by providing clients with regular communication and timely product updates
  • Act on existing leads and develop new leads if able
  • Communicate convincing, well-organized financial product overviews to clients, including timely new product updates, resulting in new business sales.
  • Track activities and update client information in a CRM tool. Qualifications:
    • 1 year or more working in sales or financial services
    • Bachelor's degree (a finance, math or business major preferred) or an equivalent combination of education and professional work experience
    • Excellent verbal communication, telephone presence and customer service skills
    • Ability to develop relationships with enthusiasm and persistence. Over time, develop an ability to influence purchaser decisions
    • Self-motivated and able to maintain consistent activity initiative in order to obtain sales targets
    • Strong Microsoft Office suite, accurate keyboarding skills, and multi-tasking abilities
    • Effective time management, attention to detail and listening skills
    • State Life & Health license is beneficial, but we are willing to provide necessary tools for the right candidate looking to obtain this credential. PM17

Keywords: Carroll Enterprises, Inc., Worcester , Insurance Sales Associate - Perfect Role for Recent Grads!, Sales , Worcester, Massachusetts

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