Financial Professionals
: Job Details :

1099/ Commission basedHybrid, once or twice a week office meetinglooking for licensed Financial Professionalslocation: 1Technology drive, Irvine, CaliforniaResponsibilities:Keep an accurate log of sales databases, client reports, bookkeeping records, and more to share progress toward goals with key stakeholdersTailor risk management strategies and client profiles to reflect each customer's individual needsImplement marketing strategies including, but not limited, to cold calling and networking to connect with potential clients while simultaneously maintaining a portfolio of current clientsStay abreast of any changes to rules or policies within the insurance agency to effectively amend insurance programs for existing and prospective clientsServe as an attentive listener when communicating with new and potential clients in order to accurately identify their unique needs prior to pursuing specific insurance salesQualifications:Excellent analytical, interpersonal, and communications skills are necessary; customer service skills are helpfulExperience using accounting or sales-related software is beneficialCandidates must have some computer experience, including the ability to effectively use Microsoft Office programsOpen to embracing the insurance industry and becoming educated about its relevant state and federal regulationsCandidates must have or be willing to get an insurance licenseCustomer service experience is a plus