Salesforce Financial service cloud - Genisis Technology Solutions

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  • Company: 
    Genisis Technology Solutions
    Compensation (if public)
    $42 - $50 an hour
    Industry 
    Sales Geographic Territory
    Average Deal Size $ MRR/ARR
    ICPs to Target
    Company HQ
    Inbound Leads?
    Possible Equity?
    Date Published
    July 11, 2024

Position Details

Job Summary:
We are seeking a dedicated Insurance Agent to join our team. As an Insurance Agent, you will be responsible for providing expert guidance to clients on various insurance products and services. Your role will involve assessing clients' needs, recommending suitable insurance policies, and ensuring exceptional customer service.

Duties:
- Evaluate clients' insurance needs and financial situation to recommend appropriate coverage options
- Develop and maintain client relationships through effective communication and personalized service
- Explain complex insurance policies and terms in a clear and understandable manner
- Customize insurance programs to suit individual clients' requirements
- Assist clients in filing insurance claims and provide support throughout the claims process
- Stay informed about industry trends, regulations, and changes in insurance products
- Collaborate with underwriters, actuaries, and other professionals to ensure accurate risk assessment
- Utilize customer relationship management (CRM) tools to track interactions and manage client information efficiently

Qualifications:
- Strong understanding of financial concepts and investment management
- Knowledge of technical accounting principles and financial planning strategies
- Proficiency in financial analysis and cash management techniques
- Excellent customer relationship management skills
- Familiarity with wills, trusts, and estate law is a plus
- Strong mathematical skills for calculating premiums, risks, and returns
- Experience in asset management or related fields is advantageous

Join our team as an Insurance Agent and embark on a rewarding career where you can make a difference in clients' lives while growing professionally in the insurance industry.

Job Type: Contract

Pay: $42.00 - $50.00 per hour

Expected hours: 50 per week

Weekly schedule:

  • Monday to Friday

Work setting:

  • Remote

Experience:

  • Financial concepts: 1 year (Preferred)

Work Location: Remote

Company Details

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