Strong Capital Enterprises · 15 hours ago
Entry Level Financial Services Representative
United States
Part-time
Remote
New Grad, Entry LevelStrong Capital Enterprises is a dynamic company seeking a Financial Professional to empower clients with tailored financial solutions. In this role, you will engage with clients through outside sales, conduct financial needs analysis, and provide exceptional customer service while ensuring compliance with regulations.
Financial Services
Responsibilities
Engage with prospective clients through outside sales efforts, building relationships that foster trust and loyalty
Conduct thorough analysis of clients’ financial needs to recommend suitable insurance products and investment strategies
Utilize strong negotiation skills to close sales and enhance client satisfaction
Manage sales administration tasks, including documentation, follow-up, and benefits administration processes
Develop and implement marketing strategies to attract new clients across diverse channels, including telemarketing and retail sales
Provide exceptional customer service by addressing inquiries promptly and maintaining ongoing communication with clients
Ensure compliance with HIPAA regulations when handling sensitive client information, maintaining confidentiality at all times
Qualification
Required
Exceptional communication skills
Strong negotiation skills
Ability to work independently while collaborating within a team environment
Ensure compliance with HIPAA regulations when handling sensitive client information, maintaining confidentiality at all times
Preferred
Proven experience in outside sales, retail sales, or insurance sales
Strong analysis skills to assess client needs and recommend appropriate financial products
Familiarity with sales administration tools and CRM systems to track client interactions and follow-ups
Experience in negotiation and marketing strategies to effectively promote financial solutions
Knowledge of benefits administration, customer service best practices, and telemarketing techniques
Company
Strong Capital Enterprises
Disrupting the financial services industry by empowering individuals and families with modern-day financial education.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Brian Noebel
Junior Partner
Christian Covington
Associate Partner/ Director of Expansion
Company data provided by crunchbase