Financial Services Representative
Employment type
Full-time
Work setting
On-site
Location
Carmel, IN
Schedule
Day shift
Posted
You'll be redirected to the employer's application page.
Job overview
The Financial Services Representative role is an onsite position located in Carmel, IN. Compensation is not specified for this role, which supports the insurance and financial services team. The role exists to assess clients' financial needs and provide retirement planning recommendations. It contributes to the agency's success by building a pipeline of new business and delivering exceptional customer service.
What you'll do
- Engage with prospective customers.
- Develop business pipeline.
- Conduct follow-up interactions.
- Collaborate on outreach strategies.
- Track activity.
- Maintain compliance.
What we're looking for
- Skills & competencies
- full-timeday shiftcarmel infinancial servicesretirement planninginsurancesalesfinancial advisorcustomer servicebusiness development
- Work arrangement
- Weekend coverage required
Benefits & perks
- Base pay plus commission, monthly bonus, 401k, paid trip, flexible schedule, paid time off, insurance stipend.
Why this role
Opportunity to learn from a top agent with a proven needs-based system.
About the employer
JURS INSURANCE AND FINANCIAL SERVICES INC is hiring for this role. Industry: All Other Insurance Related Activities. Sector: 52.
Additional details
- Industry sector
- 52
- Industry
- All Other Insurance Related Activities
- Occupation code
- 41-3091.00
You'll be redirected to the employer's application page.
Listing ID: a1a09aee-7c70-468a-8220-fd7b2086cba7