What are the responsibilities and job description for the Financial Services Specialist position at Fenice Financial?
Role Description
Fenice Financial is looking for a Financial Services Specialist to help us grow our life insurance business. As a Financial Services Specialist, you will play a key role in building strong relationships with clients, identifying their insurance needs, and providing customized solutions.
Responsibilities
- Prospecting and lead generation using our unique platform that targets qualified candidates.
- Client consultation to understand clients' financial goals and insurance requirements.
- Sales presentation to deliver compelling messages to individuals and groups about our life insurance products.
- Relationship management to foster strong, long-term client relationships.
- Market research to stay informed about industry trends and competitor offerings.
- Sales reporting to maintain accurate records and prepare regular reports.
- Compliance with regulatory requirements and company policies in all sales activities.
Qualifications
- Proven experience in sales, preferably within the insurance or financial services industry.
- Excellent communication and interpersonal skills to build trust with clients.
- A motivated, trustworthy individual with strong ethics and an entrepreneurial mindset.
- Strong presentation and negotiation skills.
- Ability to work independently from home with discipline, focus, and strong time-management skills.
- High school diploma or equivalent; a bachelor's degree in business, finance, or a related field is a plus.
- Life insurance license or the ability to obtain one (Fenice Financial will assist in acquiring the license if not currently licensed).
