Financial Services Representative
Company Name:
Windsor Financial Group
As a Financial Services Representative with the Windsor Financial Group, a MassMutual general agency, youll work with clients to help them find solutions to their financial challenges by recommending appropriate products and services. Working side-by-side with experienced professionals, youll be part of a team who will guide you as you learn the business. Youll have access to a host of tools, resources, and training to develop and sharpen your skills.
Results driven compensation and access to a competitive benefits package available for qualified Financial Services Representatives including medical and dental, life and disability insurance, and thrift and pension plans.
Financial Services Representative
Job Description:
Attend meetings, seminars and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts.
Customize programs to suit individual customers, often covering a variety of risks.
Develop marketing strategies to compete with other individuals or companies who sell financial products.
Explain features, advantages and disadvantages of various policies and products to promote sales of insurance plans and financial products
Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person to be insured, and discuss any existing coverages or financial holdings
Perform administrative tasks, such as maintaining records and reports
Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients
Sell various types of insurance policies and financial products to businesses and individuals
Update job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations
Financial Services Representative Skills and
Qualifications:
BA, BS, and/or graduate degree or equivalent work experience required
Prospecting Skills
Meeting Sales Goals
Selling to Customer Needs
Presentation and organizational skills
Strong interpersonal skills
Product Knowledge
General Math Skills
Strong work ethic, self-motivated and goal-oriented
Dependability
Word Processing or Desktop Publishing Software
Telephone Communication
About MassMutual
Founded in 1851, MassMutual is a leading mutual life insurance company that is run for the benefit of its members and participating policyholders. The company has a long history of financial strength and strong performance, and although dividends are not guaranteed, MassMutual has paid dividends to eligible participating policyholders every year since the 1860s. With whole life insurance as its foundation, MassMutual also provides products to help meet the financial needs of clients, such as life insurance, disability income insurance, long term care insurance, retirement/401(K) plan services, and annuities. In addition, the companys strong and growing network of financial professionals helps clients make good financial decisions for the long term.
/Estimated Salary: $20 to $28 per hour based on qualifications.
Windsor Financial Group
As a Financial Services Representative with the Windsor Financial Group, a MassMutual general agency, youll work with clients to help them find solutions to their financial challenges by recommending appropriate products and services. Working side-by-side with experienced professionals, youll be part of a team who will guide you as you learn the business. Youll have access to a host of tools, resources, and training to develop and sharpen your skills.
Results driven compensation and access to a competitive benefits package available for qualified Financial Services Representatives including medical and dental, life and disability insurance, and thrift and pension plans.
Financial Services Representative
Job Description:
Attend meetings, seminars and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts.
Customize programs to suit individual customers, often covering a variety of risks.
Develop marketing strategies to compete with other individuals or companies who sell financial products.
Explain features, advantages and disadvantages of various policies and products to promote sales of insurance plans and financial products
Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person to be insured, and discuss any existing coverages or financial holdings
Perform administrative tasks, such as maintaining records and reports
Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients
Sell various types of insurance policies and financial products to businesses and individuals
Update job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations
Financial Services Representative Skills and
Qualifications:
BA, BS, and/or graduate degree or equivalent work experience required
Prospecting Skills
Meeting Sales Goals
Selling to Customer Needs
Presentation and organizational skills
Strong interpersonal skills
Product Knowledge
General Math Skills
Strong work ethic, self-motivated and goal-oriented
Dependability
Word Processing or Desktop Publishing Software
Telephone Communication
About MassMutual
Founded in 1851, MassMutual is a leading mutual life insurance company that is run for the benefit of its members and participating policyholders. The company has a long history of financial strength and strong performance, and although dividends are not guaranteed, MassMutual has paid dividends to eligible participating policyholders every year since the 1860s. With whole life insurance as its foundation, MassMutual also provides products to help meet the financial needs of clients, such as life insurance, disability income insurance, long term care insurance, retirement/401(K) plan services, and annuities. In addition, the companys strong and growing network of financial professionals helps clients make good financial decisions for the long term.
/Estimated Salary: $20 to $28 per hour based on qualifications.
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