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Job description
Insurance Sales RepresentativeKey Duties & Responsibilities:Perform outbound calling to clients on approved cases and all future needs based selling outbound initiatives for TC LifeConvert approved cases to issued policies through consultative, needs-based selling and closing skillsDetermine client's need and financial situations through fact-finding and scheduling call-backs and/or email communicationParticipate in marketing campaign outbound calls as neededAchieve individual and team goals and quality objectivesWork within TC Life NB & UW to assist with the application process that requires a licensed representative interaction in order to better serve the clientEnsure adequate system documentation for each client transactionQualifications: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 experienceFINRA Series 6 and Series 63 licenses are preferredAll your information will be kept confidential according to EEO guidelines.
Worksite address
charlotte, NC, 28202, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.