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Financial Services Representative Job
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| Employer Name: TSB Group-Corona |
SpiderID: 2220674 |
| Location: Corona, California |
Date Posted: 5/11/2008 |
| Wage: |
Category: Banking/Mortgage |
| Job Code: |
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| Number Of Openings: 4+ |
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Job Description:
Contact warm-market referrals and leads and prospect new sources of business on a regular basis. Deliver consultative, non-threatening presentations to ensure that all of the clients’ needs are met and that the overall buying experience is the best in the industry. Develop and maintain referral relationships with clients and other outside resources. Analyze clients’ financial needs and confer with support team to determine what products and/or services will best suit the clients’ needs. Prepare and present customized proposals to new and existing clients based on their specific needs. Complete business transaction paperwork. Maintain records and document activity. Participate in regular training/educational sessions and (ongoing) product specialization training to increase knowledge. Coach, mentor and support other team members.
We Offer:
Competitive compensation
Flexible Scheduling
Performance Incentives/ Awards
On-Going Career & Leadership Development
Unparalleled training and support from highly successful industry leaders
Cutting edge marketing tools
Opportunities for growth into management positions
Company PAID vacations to qualified agents
Job Requirements:
Must have excellent manager/client references and pass background check
Note: The State of California requires our representatives to have a current Life & Health insurance license. If you are currently not licensed, you may still be eligible for this opportunity. We are willing to provide the right individual the support necessary to obtain the necessary certification.
3-5 years previous employment history
Sales/Marketing experience preferred, but willing to train the right individual
Excellent presentation, management, negotiation and prospecting skills
Excellent communication skills – written, oral and interpersonal
Ability to create and support long-term client relationships
Bilingual is a plus, especially with the Mandarin, Chinese and Spanish dialects
Competitive “Can do” attitude, strong personal initiative and ability to work independently
Team-player with a desire to succeed in a fast-paced environment
Ability to think creatively and willingness to learn
Basic computer literacy (Windows, Word, Internet, Email, Data Entry, etc.), proficiency in MS Office required
Real Estate, Mortgage background, Series 6, 63 or other securities certifications a MAJOR PLUS
Serious Inquiries Only
THIS OPPORTUNITY IS A TIME-SENSITIVE OFFER!!! THE MARKETING DIRECTOR WANTS TO FILL THESE POSITIONS IMMEDIATELY!
To be considered for this opportunity, submit your resume to:
I.Windom
Windom@dcemail.com
(909) 554-3935
Job Criteria:
Start Date: immediately
Position Type: Other
Years of Experience Required: 0
Education Required: High School
Overnight Travel:
Vacation Time:
Company Profile:
TSB Group, a southern California member of one of Fortune’s top 200 corporations, is expanding its Inland Empire region. TSB is a nationwide marketing leader, marketing products and services of Fortune 500 companies. We market insurance and other financial products and services. We offer excellent compensation, flexible hours, and the best training and support programs in the business - from entry level to management. If you are looking for a relationship with a company instead of simply a job, this may be a great fit.
We are aggressively seeking 3-4 dedicated, career-minded professionals who are comfortable interacting with a diverse client base, middle-income families to corporate executives, and who embody our company’s core values of honesty and integrity to represent out company and offer our products and services to clients.
Contact Information:
| Contact Name: Iris Windom |
Company Type: Other |
| Company: TSB-Corona Office |
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| City: Corona |
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| State: California |
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| Zip: 92880 |
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