Conduct outbound calls to convert approved cases into issued insurance policies using consultative, needs-based selling. Assess client financial needs, schedule follow-ups, support application processing with underwriting, participate in marketing campaigns, document transactions, and meet individual and team goals.
Company Description
Fortune 100 financial services organization that is the leading retirement provider for people who work in the academic, research, medical and cultural fields.
Job DescriptionKey Duties & Responsibilities:
- Perform outbound calling to clients on approved cases and all future needs based selling outbound initiatives for TC Life
- Convert approved cases to issued policies through consultative, needs-based selling and closing skills
- Determine client’s need and financial situations through fact-finding and scheduling call-backs and/or email communication
- Participate in marketing campaign outbound calls as needed
- Achieve individual and team goals and quality objectives
- Work within TC Life NB & UW to assist with the application process that requires a licensed representative interaction in order to better serve the client
- Ensure adequate system documentation for each client transaction
- Must have at least three years of experience working as a financial advisor or inside sales representative. (could be in a call center, bank, etc.)
- Bachelor’s degree is nice to have; without a degree candidates must have 5+ years of experience
- FINRA Series 6 and Series 63 licenses are preferred
All your information will be kept confidential according to EEO guidelines.
IF THIS IS THE JOB OPPORTUNITY FOR YOU GIVE ME A CALL AT 646-618-8925 ASAP! I want to know more about your preferences.
If in case you know someone who might be interested for this, feel free to pass it along. I look forward to hearing from you!
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