Client Executive focused on delivering exceptional service to clients and advisers. Coordinating internal support for efficient operations at Eight Financial Advice.
About the role
- Advance Funeral Planner connecting clients to plan final wishes at Bagnasco & Calcaterra Funeral Home. Enjoy flexible work, uncapped earnings, and dedicated support from a large team of agents.
Responsibilities
- Earn competitive compensation that you control by closing pre-set appointments
- Enjoy the freedom of being your own boss, setting your schedule and balancing work and life priorities
- Have a dedicated team of over 50 agents setting appointments and helping you know as much as possible about your clients
- Connect with clients to plan their final wishes and provide peace of mind for their loved ones
Requirements
- Current life insurance license or ability to obtain one
- 5+ years consultative sales experience is a bonus!
- Strong interpersonal sales abilities, listening skills and relationship development skills
- Ability to effectively close pre-set appointments
- Excellent listening and persuasion skills, lead generation, and networking abilities
Benefits
- Meaningful work in your community
- Lead generation marketing and community education program at no cost
- Uncapped earning potential
- Consistent regional and nationwide incentive programs
- Qualification for Precoa Escapes trip of a lifetime
Job title
Job type
Experience level
Salary
Degree requirement
No Education Requirement
Location requirements
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