You are viewing a preview of this job. Log in or register to view more details about this job.

Financial Services Representative

Lytton Insurance Agency
Email

As a Financial Services Representative with Lytton Insurance Agency, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. You will be responsible for developing leads, schedule appointments, identify customer needs, and market appropriate products and services.

 

QUALIFICATIONS:

  • Must be able to obtain relevant financial service licenses (Series 6/63/65), current licensees preferred.
  • Proven experience working as a financial services representative preferred.
  • Strong mathematical skills.
  • Excellent analytical, organizational, and problem-solving skills.
  • Effective communication skills.
  • Exceptional customer service skills.
  • Successful track record of meeting sales goals/quotas preferred