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Posted: Friday, March 10, 2017 1:17 PM

Job Description:/h3:
Title: Financial Services Sales Professional.
Function: Sales
Type: Full Time
Salary: Variable Compensation Package
Experience: 1:3 years of experience; insurance licenses are required. Series 65 preferred.
Location: Bethesda office serving MD beltway region, including the District of Columbia.
Reports To: Principle and Owner of Practice, Retirement Protection Solutions

Position Highlights:
You will be offering high quality life insurance and indexed annuity products for retirement planning needs. AUM if properly licensed.

Principle Duties and Responsibilities:
Follow up with leads developed from our marketing campaigns
Create referral business based on our current lead flow
Calling through all leads and scheduling consultations
Meeting and contacting new potential clients to discuss financial concerns and needs
Conducting information gathering meetings with clients
Discuss financial concerns and needs of individuals
Present potential solutions using our world class suite of products and services
Develop your professional skills and knowledge

Knowledge, Skills and Abilities Required:
High School Diploma required, Bachelors Degree preferred
Ability to provide excellent customer service to both internal and external customers
Effective time management skills
Strong competitive background
Able to work efficiently in a fast:paced environment
Excellent oral communication and sales skills
Highly refined analytical and human relations skills
Must be self:motivated with a good work ethic, and have demonstrated the discipline to work independently
Ability to excel in a competitive, team:oriented environment
Advanced verbal and written communication and interpersonal skills
Ability to handle multiple accounts
Problem solving skills, resourceful and effective in making decisions

Life Insurance
Annuity Insurance
Series 65 preferred


Company Description:/h3:
We are looking for the best and brightest to join our client:centric team Putting the clients needs first is deeply rooted in our culture and at the core of everything we do. Do you have superior relationship and administrative skills, coupled with professionalism and a desire to help people find solutions to their problems?


• Location: bethesda, District Of Columbia

• Post ID: 27202013 dc is an interactive computer service that enables access by multiple users and should not be treated as the publisher or speaker of any information provided by another information content provider. © 2017