Financial Account Representative

Financial Account Representative Job Description

We are seeking an energetic and assertive entry-level Products & Financial Account Representative who can recognize opportunities and strategically turn leads into long-lasting customer relationships.

• Establish customer relationships and follow up with customers, as needed.
• Maintain high activity throughout the day.
• Effective time management.
• Provide prompt, accurate, and friendly customer service.
• Use a customer-focused, needs-based review process to educate customers about insurance options.
• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.