Financial Services Professional
The Bill Lampe Group Inc.
About the Company:
Are you ready to ignite your career in sales with passion and professionalism? We are on the hunt for a dynamic and motivated Sales Representative to join our vibrant team and propel the growth of our life insurance products. As a key player in our sales force, you will forge strong client relationships, uncover customer needs, and offer tailored life insurance solutions. This thrilling role lets you work independently, meet potential clients in various settings, and hit your sales targets in a rewarding and supportive environment.
About the Role:
• Prospecting and Lead Generation: Leverage our unique platform that targets qualified candidates seeking our diverse life insurance products, allowing you to focus more on client interactions and less on lead hunting. • Client Consultation: Perform comprehensive needs assessments to understand clients' financial goals and insurance needs, presenting and explaining life insurance options to help clients make informed decisions. • Sales Presentation: Deliver captivating sales presentations to individuals and groups, showcasing the benefits and features of our life insurance products. Tailor presentations to address specific client concerns and preferences. • Relationship Management: Cultivate and maintain long-term relationships with clients, offering continuous support and service. Conduct regular follow-ups to ensure customer satisfaction and policy retention. • Market Research: Stay abreast of industry trends, competitive products, and market conditions. Utilize this knowledge to position our life insurance products effectively and provide clients with pertinent information. • Sales Reporting: Keep precise and up-to-date records of sales activities, client interactions, and progress toward sales targets. Prepare regular reports for management review. • Compliance: Ensure all sales activities adhere to regulatory requirements and company policies, maintaining confidentiality of client information and upholding ethical standards.
Qualifications:
- Proven experience in sales, preferably within the insurance or financial services industry.
- Exceptional communication and interpersonal skills, with the ability to build rapport and trust with clients.
- Outstanding presentation and negotiation skills.
- Self-motivated with a results-driven mindset and the ability to work independently.
- Willingness to travel within the assigned territory and manage a flexible schedule.
- Valid driver’s license and reliable transportation.
- High school diploma or equivalent; a bachelor’s degree in business, finance, or a related field is a plus.
- Life insurance license or the ability to obtain one (we will assist you in acquiring your license if you are not currently licensed).
Benefits:
- Competitive compensation with the most attractive commission and bonus structure in the industry.
- Comprehensive training and continuous professional development.
- A supportive team environment with access to seasoned mentors.
- Opportunities for career advancement within the company.
Compensation:
- Range is based on the average rep in current markets
- Bonuses, are performance based and paid every month on the 15th
- Residuals are paid on the anniversary date of the clients sale.
- ...Location: On site at location listed in job posting Provide quality, accurate and timely customer service involving daily processing of financial transactions and opening accounts in a retail banking environment. Introduce bank products and services through outreach to...SuggestedFull time
$27 - $41 per hour
...as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax locations... ...customers to achieve positive financial outcomes while supporting Intuit’s mission... ...resources such as government websites, professional tools, and team expertise to deliver accurate...SuggestedWork at officeLocal areaMonday to Friday- ...! About the company: The Oglesby Financial Group is a top ranked, award winning, boutique... ...to learn and grow both personally and professionally. You will enter a career track that... ...benefits. Industry ~ Financial Services Employment Type Full-time-...SuggestedFull timeWorldwide
- ...then you have found your home with First Horizon Advisors. As a Financial Advisor, you will be responsible for developing client... ...Actively communicate the firm’s value proposition and advice-based service offering to all stakeholders. Develop client relationships through...SuggestedWork at office
- ...our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional...Suggested
$50k - $60k
...Affiliate group with 47 markets and Gray Digital Media, a full-service digital agency offering national and local clients digital marketing... ...individual companies to ensure the accuracy and integrity of financial reporting across multiple companies and entities. Work...Full timeLocal areaRelocation packageFlexible hoursShift work$26 - $31 per hour
...communities. As a leader in the human services sector for 140 years, we aim to advance... ...daily accounting tasks and duties in a professional and confidential manner. As the Accountant... ...for journal entries into the financial software system, preparing bank reconciliations...Hourly payFull timeWork from homeHome office- Job Description A patient financial advisor at a hospital assists patients in understanding... .... Responsibilities Customer Service Educates, screens, and assists patients... ...effective critical thinking skills and professional approach when handling these collections...Work at office
- ...Location: On site at location listed in job posting Provide quality, accurate and timely customer service involving daily processing of financial transactions and opening accounts in a retail banking environment. Introduce bank products and services through outreach...
- ...accruals, prepaids, and account analysis. Assist in preparing financial statements and supporting schedules for management review.... ...Join COS? Work-Life Balance 8 paid holidays, and generous PTO Professional Growth Opportunities for advancement and skill development Competitive...Local areaImmediate start
- ...&R Block, you’ll begin a career in tax and client services—no prior tax experience required. With training and... ...in a client-facing or consultative role, such as financial advising, insurance, retail sales, or professional services Experience asking questions and recommending...Hourly paySeasonal workWork at officeLocal areaWeekend workAfternoon shift
$45k - $75k
...for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products.ResponsibilitiesEstablish customer relationships and follow up with customers, as needed.Use a customer-focused,...For contractorsWork at officeFlexible hours- ...tax expertise, business background, and knowledge of tax laws to propel you to the next level. You will provide exceptional client service while connecting with clients in a fun, fast-paced environment. Don't miss out on this opportunity to make a difference for the hardest...Full timePart timeSeasonal workRelocation packageFlexible hoursShift work
- ...as mandated by manager. Responsible for code research related to projects as required. Review and monitor online plan room services for future project opportunities. Complete and maintain contractor and owner pre-qualification forms as required. Manage project...Full timeTemporary workFor contractorsWork at officeImmediate start
$100k - $150k
...(open to hybrid) $100,000 – $150,000 Position Overview We are seeking a strong a udit professional with public accounting experience to join a growing financial advisory firm in Monroe, NY. This role is hands-on and execution-focused, requiring strong understanding...- ...with Jeff Leaumont State Farm, you will successfully market the financial products that manage everyday risks. Your proficient knowledge... ...identify customer needs, and market appropriate products and services. QUALIFICATIONS: Must be able to obtain the two...Work at office
- ...Audit ManagerLiaison between partners, directors, professional staff, and clients; responsible for managing multiple client engagements... ...business for the firm by performing the following duties. Client Service & TechnicalExhibits the technical knowledge and ability to...Contract workWork at officeLocal areaNight shift
$45k - $85k
...for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products. Responsibilities: Establish customer relationships and follow up with customers, as needed. Use a customer-...For contractorsFlexible hours$50k - $55k
...families thrive in strong communities. As a leader in the human services sector for 140 years, we aim to advance the well-being of... ...Operations Associate will drive projects that benefit the greater financial health of the organization, including implementing a new...Hourly payFull timeWork at officeRemote workWork from homeHome office$40k - $60k
...for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products. Responsibilities Establish customer relationships and follow up with customers, as needed. Use a customer-focused...For contractorsFlexible hours- ...Accounting Professional Staff This professional staff position reports directly to the Controller in all accounting matters and works... ...of this position are post-award activities related to financial accounting and reporting for various local, state, and federal...Work at officeLocal area
- ...'re committed to helping you grow both professionally and personally in an environment where... ...wellness coach, and free access to certified financial professionals who are here to help you... ...opens all retail products and services for customers. Ensures accuracy for...Contract workBank staffWork at officeLocal areaImmediate startFlexible hoursNight shift
$41.51k
...meeting with customers and prospects both in person and on the phone to determine their financial needs, and meeting those needs by proactively offering appropriate products, services, and guidance to achieve their financial goals. This role offers an exciting...Full timeFlexible hours$35.64k
...cash line and on the phone, and contributing to improving the financial wellness of our customers. The purpose of this role is to create... ...meet customer needs, and assist in resolving end to end customer service inquiries. This role offers an exciting opportunity for...Full timeFlexible hours- ...between customer needs and agency departments. You improve the lives of customers by proactively marketing relevant products and services. RESPONSIBILITIES: Manage customer accounts and update information in the database. Assist customers with policy changes and inquiries...Work at officeFlexible hours
- ...improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. Responsibilities Provide information...Flexible hours
- ...years and currently lead a team of nine licensed insurance professionals. As a lifelong resident of the area, I’m passionate about serving... ...! State Farm agents market only State Farm insurance and financial service products. Responsibilities: Establish customer...For contractorsFlexible hours
- ...interviews with clients, start to develop your book of business, and provide exceptional customer service. You will also have the opportunity to expand your skill set with professional development and continual training. No matter your work background or experience level,...Full timePart timeSecond jobSeasonal workRelocation packageFlexible hoursShift work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Services Professional. Be the first to apply!





