Financial Sales Representative - Remote

About the Financial Sales Representative Position

We are seeking a motivated and dedicated Sales Representative to join our company. As a Sales Representative with The Mathews Agency, you’ll help current and prospective customers determine which of our plans best fits their needs while building lasting relationships with them. 

Sales Representative Responsibilities

• Become familiar with and retain information about the insurance plans offered
• Work with our proven lead system to help potential clients and attempt to build working relationships with them
• Engage with prospective clients through email, phone, or via Zoom to discuss the company’s insurance offerings
• Work with clients to find the plan that best suits their needs, explaining the pros and cons of each option
• Assist clients by giving customized quotes, trying to find something within their budget
• Explain approved policies to customers
• Answer client questions as needed
• Regularly revisit clients to reevaluate their policy needs, suggesting modifications and updates
• Stay knowledgeable of insurance trends and practices 

Sales Representative Requirements

• We will help you get your license if you are not already licensed in Life and Health
• Outgoing personality with strong persuasive and sales skills
  
• Excellent communication and interpersonal skills
• Superb organizational and multitasking skills
• Basic math and data skills
• Computer literacy

Benefits

* Discounted Health, Dental and Vision insurance

* Life Insurance

* Ability to earn trips and bonuses

* Training and mentorship provided

This is a 100% Commission position with residuals and overrides

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