Sales Representative - Licensed conducts business development and sales activities with existing consumer banking customers and new prospects to increase sales of financial products and expand the customer base. Develops leads with customer profile development, telemarketing, and promotional events. Being a Sales Representative - Licensed maintains a broad understanding and detailed knowledge of the current financial product offerings. Assesses customer needs, explains each product's characteristics and benefits, and makes recommendations that align with the customer's financial objectives. Additionally, Sales Representative - Licensed may require a bachelor's degree. Completion of the FINRA Series 6 Investment Company Products/Variable Contract Limited Representative qualification exam and any required state licensing is required. Also requires completion of the FINRA Series 63 Uniform Securities Agent State Law Examination and any state licensing. Typically reports to a supervisor or manager. The Sales Representative - Licensed work is closely managed. Works on projects/matters of limited complexity in a support role. To be a Sales Representative - Licensed typically requires 0-2 years of related experience. (Copyright 2024 Salary.com)
At Lucas Agency, Inc, we pride ourselves on being a fast paced, growing agency that is never complacent with past achievements and goals. Our doors have been open to our clientele for 16 years, but our strong customer relationships outrank our years of service by far. We are currently looking for a persistent, goal-driven individual to fulfill a role as a Licensed Insurance Sales Representative at our Cary office. As an Insurance Sales Representative, you will work independently on helping people in the community choose the protection they need to prepare for the most unexpected circumstances. Having high motivation to achieve monthly sales goals, with the ability to listen and build relationships with prospective clients, will make you successful in your new position as a Licensed Insurance Sales Representative. With growth efforts, our team shows customers just how dependable our agency is, and we want YOU to be a part of it. APPLY TODAY and take the next step to joining our family!
Paid Time Off (PTO)
Health Insurance
Dental Insurance
Vision Insurance
Hands on Training
Mon-Fri Schedule
Career Growth Opportunities
Retirement Plan
Evenings Off
Tuition Reimbursement
Clear All
0 Sales Representative - Licensed jobs found in Raleigh, NC area