Meet with clients to understand their financial goals and needs. Educate clients on financial products and services. Help clients with life insurance, retirement planning, annuities, and other financial protection strategies. Conduct financial needs analyses and recommend suitable solutions. Build and maintain strong client relationships. Assist clients with applications and required documentation. Provide ongoing service and follow-up to existing clients. Stay current on financial products, industry regulations, and licensing requirements. Generate new business through referrals, networking, and marketing. Maintain accurate client records and protect confidential information. Work toward personal and team sales and business goals. Participate in training, professional development, and team meetings.
Job Responsibilities
Provide professional financial education and guidance to clients.
Assess clients’ financial needs, goals, and priorities.
Recommend appropriate financial protection and retirement solutions.
Explain products, benefits, costs, and available options clearly.
Build and maintain long-term client relationships.
Complete applications and required paperwork accurately.
Follow up with clients and provide ongoing customer service.
Maintain confidentiality and protect client information.
Stay compliant with company policies and industry regulations.
Participate in ongoing training and professional development.G
Generate new clients through networking, referrals, and marketing.
Meet personal and team performance goals.
Numbers & Facts
Location
Cheektowaga, NY
Job Type
Full-time
Salary
$85,000–$95,000 Per Year
Qualifications
Strong communication and interpersonal skills
Excellent customer service skills
Active listening and relationship-building
Financial literacy and analytical skills
Ability to explain complex information clearly
Sales and presentation skills
Time management and organization
Problem-solving and critical-thinking skills
Goal-oriented and self-motivated
Attention to detail and accuracy
Ability to build trust and maintain client confidentiality
Networking and business development skills
Computer and CRM proficiency
Ability to work independently and as part of a team
Adaptability and willingness to learn
Skills
Leadership
Sales Management
Customer Relationship Management (CRM)
People Management
Customer Support/Service
Training/Teaching
Insurance Sales
Skills
Annuitiesunmatched
Customer Relationsunmatched
Customer Support/Serviceunmatched
Customer Trainingunmatched
Develop and Maintain Customersunmatched
Financeunmatched
Financial Analysisunmatched
Financial Servicesunmatched
Financial Strategyunmatched
Information/Data Security (InfoSec)unmatched
Licensingunmatched
Life Insuranceunmatched
Needs Assessmentunmatched
Problem Solving Skillsunmatched
Record Keepingunmatched
Regulationsunmatched
Retirement Planningunmatched
Salesunmatched
Work From Homeunmatched
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