Sales Specialist
Eaton Insurance Group
St. Petersburg, FLFresher1h agovia LinkedIn
About the Role
Join a team at Sound Retirement Solutions, backed by American Senior Benefits, known for integrity and a people-first philosophy. We are a force for good in the community, offering agents more support, compensation, products, training, and marketing materials.
Key Responsibilities
- Innovate and execute cutting-edge marketing strategies that drive meaningful client connections.
- Evaluate current coverage and make recommendations.
- Use our systems to find and place the best solutions for your clients.
- Work alongside clients to deliver risk management strategies to help protect their retirement.
- Nurture your relationships with existing clients.
- Partner with a team to support your community.
- Maintain all insurance documents and records in compliance with state and federal regulations.
- Remain up to date on all industry information.
Requirements & Tech Stack
- Experience in sales or customer service is an asset.
- Ability to analyze financial information and comply with regulations.
- Proficiency in MS Office and CRM systems.
- Attention to detail and strong math skills.
- Strong ethics, with a customer-oriented attitude.
- Outstanding communication skills, and the ability to foster long-term relationships.
- Valid professional licensing.
Qualifications
- Customer Service Aptitude
- Reliability
- Empathy
- Critical Thinking Skills
- Professional customer service aptitude
- Basic conflict resolution skills
- Effective verbal and written communication
- Active listening skills
- Demonstrated ability to multitask
- Ability to navigate system tools to search for answers & information
- Demonstrated ability to utilize computer systems/data systems
- Ability to solve complex situations with limited information
- Questioning and deductive reasoning skills