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Alchemy Financial Group

Sales Representative

Reposted 2 Days Ago
Be an Early Applicant
In-Office
Concord, NC
Entry level
In-Office
Concord, NC
Entry level
The Sales Representative will implement insurance sales processes, evaluate customer needs, provide exceptional service, and maintain client relationships.
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About the Sales Representative position

Our expanding insurance brokerage is looking for full-time brokers to join our team! We will provide the support network and resources to help you reach your goals. If you have a strong drive to succeed, great communication skills, coachability, and an entrepreneurial mindset we would love to hear from you. Apply today!

Sales Representative responsibilities are:
  • Implementing processes and procedures to sell insurance
  • Evaluate new customers insurance needs, risks, existing coverage, long term goals, and financial status  to create a tailored experience that exceeds expectations
  • Building rapport with customers
  • Getting details from customers to assist them
  • Ensuring all paperwork is up to date 
  • Provide professional customer service while onboarding new clients and maintaining existing clients
  • Being aware of the company’s services/policies
  • Working accordingly with company policies
  • Attending daily team calls
Sales Representative requirements are:
  • Must be at least 18 years or older
  • Active drivers license
  • Detail oriented and a team player
  • High school diploma or equivalent minimum

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