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Financial Sales Consultant

Remote: 
Full Remote
Work from: 

Offer summary

Qualifications:

Experience as licensed insurance agent or top-producing sales role, Knowledge of various insurance plans, Strong networking skills and ability to source leads, Excellent interpersonal and communication skills, Ready to obtain Life and Health Insurance license.

Key responsabilities:

  • Engage with clients via calls, emails, SMS for insurance needs
  • Generate and qualify leads, close deals effectively
  • Become a product specialist in high-value insurance retirement products
Phenom Labs logo
Phenom Labs SME https://www.phenomconsulting.com
11 - 50 Employees
See more Phenom Labs offers

Job description

Step into one of the greatest career paths for fast-tracked financial and personal freedom. Discover how you can launch or accelerate your career as an Insurance Sales Consultant with one of the reputable and innovative firms in the industry.

Phenom Labs has partnered with a high-growth financial services firm to expand their Insurance Sales team. You'll be a great fit for this role if you consider yourself a driven competitor who flourishes in an independent and collaborative environment.

Your role is to connect with inbound and outbound prospective clients and guide them to products that best fits their needs. Your success will require being comfortable with outbound calling, generating interest, qualifying leads, and closing deals. You'll become a product specialist in areas such as Mortgage Protection, IULs, Annuities, and other high-value insurance & retirement products.

What You'll Do:

  • Engage potential clients through inbound and outbound calls, emails and SMS
  • Identify and reach out to potential clients to discuss their insurance needs and policies.
  • Discover new sales opportunities through diligent follow-up on inbound and outbound leads.
  • Conduct detailed client interviews to understand their financial goals and insurance needs
  • Prepare for prospect calls by researching individual/company background and other relevant lead information
  • Establish and nurture robust, long-term relationships with clients, providing ongoing support, policy reviews, and updates
  • Generate leads via various channels such as referrals, networking, and marketing efforts
  • Participate in continuous training and development programs to enhance product knowledge and sales skills

What to Bring:

  • Proven experience as licensed insurance agent or in a top-producing sales role.
  • Knowledge of various insurance plans (automotive, health, life, property, etc.)
  • Strong networking skills and the ability to source leads.
  • Ability to uncover and understand an individuals needs through consultative discovery
  • Capable of presenting applicable products that your clients unique circumstances
  • Excellent interpersonal and communication skills.
  • Ability to work independently and manage your own client base
  • Must have or be ready to obtain your Life and Health Insurance (we can help you get licensed in under 3 weeks)

What You'll Get:

  • Become a specialized Financial Sales Consultant - learn how to build a sought-after skill set and make yourself recession proof
  • Lucrative commission-based compensation plan with unlimited earning potential
  • Flexibility to work remotely from any location
  • Opportunities for fast-tracked career advancement within the organization.
  • Make your own schedule + work full time or part time
  • Warm lead generating system
  • World-class training and mentorship by industry experts
  • The ability to be your own boss and build a thriving business solo or leading a team of your own
  • The satisfaction of helping your clients protect their livelihoods and secure their financial future

What's Next:

If this sounds like the career move you've been looking for, please apply today for immediate consideration.

Required profile

Experience

Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Interpersonal Communications
  • Professional Networking
  • Teamwork

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