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02/08 Helga Rivera
MBA at Helga Rivera Insurance

Views:25 Applications:0 Rec. Actions:Recruiter Actions:0

Helga Rivera Insurance - Sales Agent (1-3 yrs)

San Juan, PR Job Code: 9024

Job Summary

Responsible for selling a variety of financial services, including life insurance, retirement income, and long-term care insurance.

Primary Responsibilities

- Sell financial services to businesses and individuals

- Recommend certain services such as life insurance, retirement income, and long-term care insurance

- Build relationships with clients and communities

- Provide solutions for short and long-term financial goals

- Help clients achieve financial security

- Present products and services via a presentation or slideshow

- Determine clients' financial needs and areas of improvement

- Develop prospects from current commercial customers, referral leads, and sales and trade meetings

- Negotiate sales agreements and contracts

- Prepare forms or agreements

- Determine future growth

- Advise customers regarding expected fluctuations

- Make presentations on financial services to groups to attract new clients

- Use financial, tax, economics and accounting skills to review a client's personal data and recommend financial strategies that are appropriate to the client's goals

- Advise a client on whether to buy certain types of insurance

Educational Qualification

B/A

Qualifications

In this entrepreneurial, consultative sales position, you will build your professional practice by prospecting for clients on a referral basis within clearly defined markets; developing and maintaining long-term relationships with clients and listening empathetically, gathering facts, analyzing needs and making responsible recommendations; and expanding personal knowledge and skills through joint work with fellow associates.

- Integrity and strong work ethic

- Entrepreneurial spirit

- Confidence and resiliency

- Interpersonal skills

Additional Information

Choice Makes the Difference

Unlike other insurance and financial services companies that may offer products and services from a single provider, our associates represent many of the industry's leading companies to the consumer. This approach helps our associates find the product that fits a client's needs, rather than fitting he or she into a product. Whether looking for insurance or other financial products, our associate can accommodate each client's unique needs.

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

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