Sales Representative - Licensed jobs in Salem, OR

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)

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Licensed Customer Service Representative
  • Heidi-Rowan-Insurance-Agency
  • Happy Valley, OR FULL_TIME
  • Job Description


    We are seeking an experienced individual to join our Allstate agency as a Licensed Customer Service Representative to specialize in advocating for our clients with claims satisfaction, brokerage policies, and billing issues.


    The ideal candidate will have a strong understanding of property and casualty insurance claims, preferably with previous experience at Allstate, coupled with excellent research skills. This role primarily focuses on providing outstanding research support to our retention specialists while also assisting with back-end office duties and administrative tasks. We are one of the largest Allstate offices in Oregon, so the ability to handle a large call volume and task prioritization is a must.


    Benefits


    Paid Time Off (PTO)###Work from Home###Health Insurance###Mon-Fri Schedule###Career Growth Opportunities###Evenings Off###

    Responsibilities


    • Handle claims questions and follow-up on claims situations in office.
    • Utilize strong research skills to investigate issues with claims, billing, brokers, and other complex issues.
    • Assist sales teams with quoting policies at brokerage companies
    • Administrating brokerage plans, including commercial service work.
    • Handle backend office duties such as data entry, note-keeping, and document management.
    • Support in-house retention specialists and serve as backup on phones for customer service as needed.
    • Maintain detailed and accurate notes of issues and solutions related to claims, billing, brokers, and other complex issues.

    Requirements


    • Property and Casualty insurance license
    • Previous remote work (preference will be given to local candidates who can work a hybrid schedule, as well as remote candidates in the Pacific time zone)
    • Previous experience in claims processing, preferably with Allstate.
    • Strong background in customer service with a focus on delivering exceptional experiences.
    • Ability to multitask and prioritize tasks effectively in a fast-paced environment.
    • Excellent communication skills, both written and verbal.
    • Detail-oriented with exceptional note-keeping skills.
    • Proficient in Windows 11, Outlook, Google Drive, and Dropbox
    • Ability to work independently and as part of a team.
    • Flexibility to adapt to changing priorities and responsibilities.
  • Just Posted

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Licensed Customer Service Representative
  • Allstate Insurance - Heidi Rowan Agency
  • Happy Valley, OR FULL_TIME,OTHER
  • We are seeking an experienced individual to join our Allstate agency as a Licensed Customer Service Representative to specialize in advocating for our clients with claims satisfaction, brokerage polic...
  • 7 Days Ago

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Sales Representative
  • L0240 BMW of Salem
  • Salem, OR FULL_TIME
  • Dealership: L0240 BMW of Salem BMW Salem We're hiring! Apply to join our Sales team today! Lithia & Driveway (NYSE:LAD) is the largest automotive retailer in the U.S. and was named a 2022 Oregonian To...
  • Just Posted

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Sales representative
  • Anheuser-Busch
  • Newport, OR FULL_TIME
  • Dreaming big is in our DNA. It’s who we are as a company. It’s our culture. It’s our heritage. And more than ever, it’s our future. A future where we’re always looking forward. Always serving up new w...
  • Just Posted

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Sales representative
  • Mondelēz International
  • McMinnville, OR FULL_TIME
  • Description Join our Mission to Lead the Future of Snacking. Are you ready to make it happen at Mondelēz International? Nabisco Sales Coverage Representative Become one of our Nabisco Sales Coverage R...
  • Just Posted

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Sales representative
  • Mondelēz International
  • Salem, OR FULL_TIME
  • Description Join our Mission to Lead the Future of Snacking. Are you ready to make it happen at Mondelēz International? Nabisco Sales Coverage Representative Become one of our Nabisco Sales Coverage R...
  • Just Posted

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0 Sales Representative - Licensed jobs found in Salem, OR area

Salem /ˈseɪləm/ is the capital of the U.S. state of Oregon, and the county seat of Marion County. It is located in the center of the Willamette Valley alongside the Willamette River, which runs north through the city. The river forms the boundary between Marion and Polk counties, and the city neighborhood of West Salem is in Polk County. Salem was founded in 1842, became the capital of the Oregon Territory in 1851, and was incorporated in 1857. Salem had a population of 169,798 in 2017, making it the second-largest city in the state after Portland. Salem is a little under an hour's driving dis...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Sales Representative - Licensed jobs
$46,335 to $58,377
Salem, Oregon area prices
were up 3.9% from a year ago

Sales Representative - Licensed in York, PA
Sales representatives work for land agents and are involved in selling and leasing land and businesses.
December 02, 2019
Sales Representative - Licensed in Savannah, GA
Existing sales reps who want to also do property management must apply to have the property management condition added to their registration.
February 01, 2020