Financial Services Position/ Team Member


Kansas City, MO

What you'll be doing

Company is seeking a qualified professional to join their winning team for the role of Financial Services Team Member (Sales experience preferred). An energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. A motivated self starter who thrives in a fast paced environment, then this is opportunity for a rewarding career with excellent income and growth potential. An ideal candidate play a role to develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Main target for this position to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.

What your background should be

Basic requirements for this position; successful record of accomplishment of meeting sales goals/quotas preferred. Excellent interpersonal skills. Enthusiastic about the role insurance and financial products. Candidate should be: people oriented, self motivated, organizational skills, proactive in problem solving, able to learn computer functions and multi-task, Ability to execute a detailed business plan, Experience in marketing financial products, ability to explain complex financial issues in understandable terms, Life & Health license (must be able to obtain), Series 6 securities license (must be able to obtain), Series 63 securities license (must be able to obtain), State securities required licenses (must be able to obtain).

Required Schooling / Training

Not Specified.

Who is the client company

This company provides help to customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, College Planning, Health Insurance, and Renters Insurance.
If you are interested in this position, send your resume to