Entry level financial assistant

Job Summary

Join our growing team as an Insurance Agent and take on a rewarding career where your communication skills, ambition, and dedication help protect what matters most to our clients. In this high-energy role, you’ll connect with individuals and families, understand their goals, and provide customized insurance solutions designed around their unique needs.

You’ll be responsible for building relationships, generating new business, educating clients on coverage options, and guiding them through important financial protection decisions. This position is ideal for a motivated professional who enjoys sales, personal growth, and making a meaningful impact in the lives of others.

Whether you’re meeting clients in the community, conducting outreach, or assisting customers remotely, you’ll represent our company with professionalism while developing valuable sales and leadership skills.

Key Responsibilities

• Build relationships with prospective and existing clients through outside sales, community outreach, referrals, and telemarketing
• Identify client needs and recommend insurance solutions that provide appropriate protection and value
• Clearly explain policy benefits, coverage options, and available solutions to help clients make confident decisions
• Manage the full sales process, including lead follow-up, applications, customer records, and ongoing client support
• Develop strong negotiation and closing skills while maintaining trust and long-term relationships
• Provide exceptional customer service by answering questions, resolving concerns, and assisting with renewals and policy updates
• Collaborate with marketing and sales teams to grow outreach efforts and expand community presence
• Stay organized while managing multiple client interactions and opportunities

Qualifications & Experience

• Experience in sales, customer service, retail, telemarketing, or relationship-based roles preferred
• Strong communication, persuasion, and proble...