Finance & Insurance Manager offers finance or insurance options to clients through established relationships with lenders/providers. Explains offerings and recommends products to meet the needs of the client. Being a Finance & Insurance Manager negotiates contract terms and rates to meet the goals of the organization. Ensures applications and paperwork are completed correctly and in a timely manner. Additionally, Finance & Insurance Manager may Require a bachelor's degree. Typically reports to a head of a unit/department. The Finance & Insurance Manager supervises a group of primarily para-professional level staffs. May also be a level above a supervisor within high volume administrative/ production environments. Makes day-to-day decisions within or for a group/small department. Has some authority for personnel actions. To be a Finance & Insurance Manager typically requires 3-5 years experience in the related area as an individual contributor. Thorough knowledge of functional area and department processes. (Copyright 2024 Salary.com)
Responsibilities:
- Provide excellent customer service and assist customers in finding and purchasing the right unit for their needs
-Lead generation
-Ensure salesperson's outbound calling and lead follow up
- Maintain a clean and organized sales desk
- Meet or exceed sales goals and targets of back end products
- Maintain communication with prospective clients for approvals
-Ability to keep all paperwork organized for deal approvals and funding
Requirements:
- Previous experience in sales and finance is preferred
- Strong communication and interpersonal skills
- Ability to speak multiple languages is a plus (multilingual or bilingual)
- Ability to work in a fast-paced environment and prioritize tasks effectively
- Time management skills to ensure productivity during shifts
Please note that this job description is not exhaustive and additional duties may be assigned as needed.
Job Type: Full-time
Pay: From $700.00 per week
Benefits:
Schedule:
Ability to Relocate:
Work Location: In person
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