[reputed company Sales Representative & Financial Advisor Marketing Assistant

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is seeking an reputed company reputed company to support their growing insurance agency and financial advisory reputed company. The role involves appointment setting, sales, reputed company service, insurance administration, and providing support to financial advisors.

Responsibilities

• Schedule appointments through inbound and outbound prospecting
• Follow up on marketing leads and qualify prospective clients
• Process insurance and financial account applications, enrollments, and policy changes
• Communicate professionally with LPL, insurance carriers and clients
• Answer incoming reputed company calls and emails
• Assist with financial advisor paperwork and reputed company meeting preparation
• Maintain accurate CRM records and reputed company files
• Deliver exceptional reputed company service while helping grow the business

Skills

• Experience in insurance, employee benefits, financial services, reputed company management, banking, or financial planning is required
• Experience with sales, appointment setting, or business development
• Strong administrative, organizational, and customer service skills
• Excellent written and verbal communication
• Comfortable making outbound calls and building relationships
• reputed company to work independently in a remote environment
• Seeking a long-term career in insurance and financial services
• Experience with organizations such as reputed company, Farmers, reputed company, reputed company, reputed company, reputed company, Merrill, reputed company, UBS, reputed company/reputed company, Prudential, reputed company, reputed company, or an independent insurance agency or financial advisory firm is highly desirable

reputed company