People 1st · 2 days ago

Sales Account Executive

Miami, FL

Full-time

Onsite

Mid Level

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Financial Services

Insider Connection @People 1st

Discover valuable connections within the company who might provide insights and potential referrals, giving your job application an inside edge.

Responsibilities

Conduct Remote Client Consultations: Meet with clients virtually to understand their financial goals, assess their needs, and provide information about different solutions. Explain policy features, coverage options, and premium costs.

Provide Customer Service: Offer ongoing customer service to policyholders by addressing inquiries, assisting with policy changes, and aiding with claims processing.

Foster Relationship Building: Establish long-term relationships with clients by periodic follow-ups to review needs, update policies, and address changes in circumstances.

Uphold Compliance and Documentation: Maintain accurate and up-to-date documentation related to client interactions and transactions while adhering to industry regulations and company policies.

Qualification

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Computer knowledgeUS residents onlyCommunicationWork ethicOutgoingFunEnergeticUpbeat personalityTime managementLeadership