Entry Level Sales Specialist
Entry Level Sales Specialist Must be authorized to work in the US, no work visas offered at this time At the Manzano Agency, we offer life insurance solutions that include mortgage protection, disability, retirement protection, term life, whole life, and more.
We pride ourselves on providing personalized coverage to fit our diverse clientele. When you begin a career with the Manzano Agency, you’ll experience best-in-class compensation and diverse lead programs, an unparalleled mentorship program to ensure your success and the flexibility to work remotely on a schedule that fits your lifestyle.
Position Summary : The Sales Specialist role is commissioned to create awareness and opportunity around insurance solutions available to the community.
They are to source, build and maintain relationships with clients and ensure they are meeting the immediate and unforeseen needs of their clients.
This person will be responsible for lead tracking and building a strong team of agents. Responsibilities : Promptly contact exclusive in-house leads to answer questions and provide information on products.
Prepare engaging presentations to deliver necessary information to your clients. Assist clients in applying for appropriate coverage and support them throughout the underwriting process.
Successfully follow up on pending business requirements. Participate in training and one-on-one mentorship programs aimed at teaching you our step-by- step sales systems.
Attend Zoom meetings and conference calls with team members. Participate in professional development opportunities such as in-person national conferences & local opportunities when available. Competencies :
- Work as a true team and strive to be a positive influence.
- Being of service and doing good in the world.
- Relentless pursuit of personal growth.
- Excellent written and verbal communication skills
- A strong passion for working with, and helping others.
- A positive attitude and a strong work ethic.
- Self-starters with a growth mindset and integrity.
- Coachable, willing to learn the system Requirements : Education and Experience : Must currently hold a Life Insurance License in your home state or be willing to obtain one.
We are more than happy to assist in the process if you do not currently have one. Must have consistent access to a computer with internet access. Preferred :
- Previous Sales Experience Benefits :
- High Commission earnings
- 100% Commission Based
- Full-time or Part-time depending on your schedule and goals. Physical Requirements :
- Long periods of sitting and / or standing
- Travel to and from events and or meetings
- Setting up / tearing down event signage
- Picking up / moving 50lbs Salary : 100% Commission Based, Agents that have followed our proven system have earned up to $100k in their first year.
Please schedule a phone interview here : https : / / calendly.com / manzanomaster-agency / 15min The Manzano Agency : No agent’s success, earnings, or production results should be viewed as typical, average, or expected.
Not all agents achieve the same or similar results, and no particular results are guaranteed. Your level of success will be determined by several factors, including the amount of work you put in, your ability to successfully follow and implement our training and sales system and engage with our lead system, and the insurance needs of the customers in the geographic areas in which you choose to work. Powered by JazzHR
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Entry Level Sales Specialist
Entry Level Sales Specialist Must be authorized to work in the US, no work visas offered at this time At the Manzano Agency, we offer life insurance solutions that include mortgage protection, disability, retirement protection, term life, whole life, and more.
We pride ourselves on providing personalized coverage to fit our diverse clientele. When you begin a career with the Manzano Agency, you’ll experience best-in-class compensation and diverse lead programs, an unparalleled mentorship program to ensure your success and the flexibility to work remotely on a schedule that fits your lifestyle.
Position Summary : The Sales Specialist role is commissioned to create awareness and opportunity around insurance solutions available to the community.
They are to source, build and maintain relationships with clients and ensure they are meeting the immediate and unforeseen needs of their clients.
This person will be responsible for lead tracking and building a strong team of agents. Responsibilities : Promptly contact exclusive in-house leads to answer questions and provide information on products.
Prepare engaging presentations to deliver necessary information to your clients. Assist clients in applying for appropriate coverage and support them throughout the underwriting process.
Successfully follow up on pending business requirements. Participate in training and one-on-one mentorship programs aimed at teaching you our step-by- step sales systems.
Attend Zoom meetings and conference calls with team members. Participate in professional development opportunities such as in-person national conferences & local opportunities when available. Competencies :
- Work as a true team and strive to be a positive influence.
- Being of service and doing good in the world.
- Relentless pursuit of personal growth.
- Excellent written and verbal communication skills
- A strong passion for working with, and helping others.
- A positive attitude and a strong work ethic.
- Self-starters with a growth mindset and integrity.
- Coachable, willing to learn the system Requirements : Education and Experience : Must currently hold a Life Insurance License in your home state or be willing to obtain one.
We are more than happy to assist in the process if you do not currently have one. Must have consistent access to a computer with internet access. Preferred :
- Previous Sales Experience Benefits :
- High Commission earnings
- 100% Commission Based
- Full-time or Part-time depending on your schedule and goals. Physical Requirements :
- Long periods of sitting and / or standing
- Travel to and from events and or meetings
- Setting up / tearing down event signage
- Picking up / moving 50lbs Salary : 100% Commission Based, Agents that have followed our proven system have earned up to $100k in their first year.
Please schedule a phone interview here : https : / / calendly.com / manzanomaster-agency / 15min The Manzano Agency : No agent’s success, earnings, or production results should be viewed as typical, average, or expected.
Not all agents achieve the same or similar results, and no particular results are guaranteed. Your level of success will be determined by several factors, including the amount of work you put in, your ability to successfully follow and implement our training and sales system and engage with our lead system, and the insurance needs of the customers in the geographic areas in which you choose to work. Powered by JazzHR
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We are seeking an eager, strategic, and definitive Financial Advisor to fill an entry-level position that offers room for growth and a promising job outlook.
Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services.
Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more.
If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!
Compensation :
$75,000 - $100,000 at plan yearly
Responsibilities :
- Customize financial plans for each client based on his or her professional / work circumstances, life stage, and evolving financial needs
- Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
- Be a coachable, organized team member interested in pursuing training development and educational opportunities
- Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
- Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management
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- Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
- Valid FINRA Series 7 & 63 / 66 preferred but not required
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About Company
At Capstone Partners Financial and Insurance Services (OC), we provide holistic financial planning, wealth management, and protection services to craft a strategy that empowers our clients to achieve their vision.