Insurance Broker and/or Financial Sales Representative

Pegasus Capital & Insurance Services is seeking professional and career minded sales executives.

 

 

 

Job Purpose:

Provides service to clients' changing insurance needs by offering a full line of insurance products to both individuals and corporate clientele.



Duties:

* Develops base for long-term sources of clients by using referrals, occupational, and special-interest groups to compile lists of prospects.



* Approaches potential clients by utilizing mailings and phone solicitation; making presentations to groups at company-sponsored gatherings; speaking publicly to community groups on the subject of financial well-being.



* Determines clients' particular needs and financial situations by scheduling fact-finding appointments; determining extent of present coverage and investments; ascertaining long-term goals.



* Developes a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation.



* Obtains underwriting approval by completing application for coverage.



* Completes coverage by delivering policy; planning future follow-up visits and evaluations of needs.



* Provides continuing service by providing direct deposit forms; processing changes in beneficiary and policy loan applications.



* Provides death benefits by delivering policy proceeds; reassessing client needs.



* Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.



* Enhances insurance agency reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.



Skills/Qualifications:

Prospecting Skills, Meeting Sales Goals, Motivation for Sales, Selling to Customer Needs, Client Relationships, People Skills, Product Knowledge, General Math Skills, Organization, Dependability, Statistical Analysis

 

Here at Pegasus Capital & Insurance Services we also offer a full line of investment products.

 

Job Purpose:
Meets client's investment needs by managing investment portfolios.

Duties:
* Identifies current and future client service requirements by establishing personal rapport with potential and actual clients and other persons in a position to understand service requirements.

* Markets financial services by soliciting prospective and current clients; ascertaining their needs; explaining products and services; making sales presentations to groups.

* Manages investment portfolios by analyzing investment opportunities; purchasing and selling securities.

* Complies with securities and exchange commission regulations and state and local requirements and practices by studying existing and new legislation; anticipating future legislation; adhering to requirements; advising clients on needed actions.

* Maintains client confidence and protects operations by keeping investment information confidential.

* Determines timing of transactions by analyzing market conditions and trends.

* Executes transactions by studying market quotations; assessing competitiveness.

* Documents transactions by completing buy and sell orders.

* Resolves discrepancies by collecting and analyzing order and transaction information.

* Keeps clients informed by communicating market fluctuations; reporting securities transactions affecting accounts; recommending future investment strategies.

* Maintains operations by following policies and procedures; reporting needed changes.

* Maintains professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; participating in professional societies.

* Contributes to team effort by accomplishing related results as needed.

Skills/Qualifications:
Risk-Taking, Client Relationships, Motivation for Sales, Meeting Sales Goals, Phone Skills, Financial Diagnosis, Financial Planning and Strategy, Informing Others, Proactive, Prospecting Skills, Business Knowledge

 

Bilinguals are encouraged to apply

 

We will train, license, and assist the right candidates in estabalishing a career in this lucrative industry.

 

http://www.pegasusfinancialinc.com/