Insurance & Financial Specialist jobs in United States
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Connect Search, LLC ยท 3 months ago

Insurance & Financial Specialist

Connect Search is seeking an Insurance & Financial Specialist to build and maintain strong client relationships while driving insurance sales. The role requires excellent communication skills and a professional demeanor to ensure high levels of customer service.

ConsultingHuman ResourcesStaffing Agency

Responsibilities

Establish new relationships with potential clients and sign them up for insurance
Develop and maintain relationships with key referral partners
Cultivate relationships and cross-sell additional lines of insurance
Networking at professional organizations, association meetings, and mixers
Complete necessary paperwork and input information into the software system after a sale
Taking care of inbound calls

Qualification

Client Relationship ManagementInsurance SalesCRM ExperienceVerbal CommunicationWritten Communication

Required

Establish new relationships with potential clients and sign them up for insurance
Develop and maintain relationships with key referral partners
Cultivate relationships and cross-sell additional lines of insurance
Networking at professional organizations, association meetings, and mixers
Complete necessary paperwork and input information into the software system after a sale
Taking care of inbound calls
Excellent verbal and written communication skills
Professional demeanor and appearance
Confident, energetic, and enthusiastic with a sense of humor
Experience with a CRM
Friendly, supportive, articulate, kind, ethical, and honest

Benefits

Comprehensive health and dental insurance
Retirement savings plan

Company

Connect Search, LLC

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Connect Search, LLC is a boutique staffing firm founded by a group of partners who share the same vision and are all recruiters at heart.

Funding

Current Stage
Growth Stage

Leadership Team

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Meade Kelley
Chief Operating Officer
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Ben Hirsh
Partner | President, Direct Hire Placement & Connect Financial Consulting
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Company data provided by crunchbase