Sales Specialist
Eaton Insurance Group
St. Petersburg, FLFresher1h agovia LinkedIn
About the Job
Join a team that values Grit, Drive, Empathy, and Energy. This role is with Sound Retirement Solutions, backed by American Senior Benefits, which is supported by Integrity, the largest insurance marketing group in the country. We focus on relationships and doing the right thing.
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
- MS Office
- CRM systems
Qualifications
- Experience in sales or customer service is an asset.
- Ability to analyze financial information and comply with regulations.
- 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.
Core Competencies
- 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.