Trabajos client service representative en Atlanta, GA - Page 4Crear alertas

Job Description Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual’s proprietary planning software helps you educate your clients and deliver holistic financial plans—including investments for growth, insurance for protection, and annuities for guaranteed income in retirement—that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there’s more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: • Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience, • Build personalized, holistic financial plans tailored to every client’s unique needs, • Manage your client’s financial plans to help them achieve their goals Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you’ll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits • Performance-based earnings and revenue1:, • Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years), • Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years), • Additional income structure to support training and early development, • Renewal income earned for continued client support and policy management, • Bonus programs and expense allowances, • Support for insurance licensing, Securities Industry Essentials®, Series 6, Series 7, Series 63, and more, • Certified Financial Planner® licensing support2, • Fully company-funded retirement package and pension plan, • Competitive and comprehensive medical, vision, and dental plans, • Life Insurance and Disability Income Insurance, • Parental benefits at every stage of family planning #LI-Onsite Qualifications You could be right for this opportunity if you have: • Bachelor’s degree, • Entrepreneurial ambitions to be a business owner, • History of success in relationship-building or client-facing roles, • Excellent time-management skills, • Desire for continuous learning and collaboration, • Proficient critical thinking skills, • Strong communicator, • Strong sense of motivation and drive, • Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks. 3Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.

Job DescriptionBenefits: • 401(k), • 401(k) matching, • Bonus based on performance, • Competitive salary, • Health insurance, • Paid time off Role Description As our Remote Insurance Account Representative, you will be integral to daily operations and client successbuilding relationships, coordinating with agency departments, and proactively marketing relevant products. Youll conduct virtual policy reviews, resolve complex customer issues over the phone or video, and drive retention and growth through both warm and cold leads. Were seeking an attentive, sociable, and salesminded professional who can represent our brand with integrity and enthusiasm from any location. Key Responsibilities • Develop and maintain strong client relationships via phone, email, and video conferencing to drive retention and growth, • Conduct virtual policy reviews and offer tailored recommendations for auto, home, life, and health insurance, • Manage and resolve complex customer inquiries and escalations with professionalism and empathy, • Use your product knowledge to explain, recommend, and sell policies to both warm and cold leads, • Collaborate with the agent to set and achieve marketing and sales goals, • Uphold a strong work ethic and total commitment to integrity, success, and our agencys culture every day Qualifications & Remote Success Factors • 3+ years of State Farm sales experience, • Proven track record of meeting or exceeding sales targets, • Property & Casualty and Life & Health licenses (or ability to obtain quickly), • Exceptional communication, active listening, and relationshipbuilding skills, • Selfdiscipline, timemanagement, and reliability in a fully remote setting, • Strong technical proficiency with CRM systems, video conferencing, and Microsoft Office or Google Workspace, • A dedicated home office setup with reliable highspeed internet and a quiet workspace Elevate Your Skills with Cleo Meyers Agency Join our team and earn your licenses while mastering remote sales and customer service. We emphasize intentional goalsetting, regular mentorship, and team buildingeven from a distanceto help you grow personally and professionally. Licensing credentials and digital sales expertise will be powerful additions to your resume. About Cleo Meyer State Farm After nearly 20 years in State Farm claims, Cleo Meyer opened her own agency to continue making a meaningful impact. Her passion for serving others drives our culture of care, collaboration, and excellence. If youre positive, driven, and eager to make a differenceno matter where youre locatedwed love to meet you. Community Recognition Cleo Meyer and the State Farm team were wonderful in setting up my new policy. They were prompt, professional, and a delight to work with. You are awesome! I spoke with David and his traineethey broke down every discount and saved me $100. If I could give 10 stars, I would!Join Our Team at Cleo Myers State Farm! If you're ready to grow your career in a supportive, fast-paced environment where your skills and ambitions are valued, wed love to hear from you. Apply today and take the first step toward making a meaningful impact with a trusted name in insurance and financial services. Were excited to learn more about how you can contribute to our success and help us continue to serve our community with excellence. This is a remote position.

Job Description Job Title: Community Director Department: Property Management Reports To: Regional Director FLSA Status: Exempt Position Summary: The Community Director is responsible for maintaining the physical asset and maximizing the financial returns in accordance with the owner’s objectives. The Community Director complies with company policies and procedures, Fair Housing, Americans with Disabilities Act, Fair Credit Reporting Act, and other laws and regulations governing multi-family housing operations. This position directs and coordinates activities involving motivating and cultivating the on-site team to ensure operations meets or surpasses industry standards. The Community Director must be a leader who is able to attract, advise, and present to current and potential clients the value of choosing Gallery Residential. The Community Director is also tasked with maintaining and inspiring the company culture. Organizational Responsibilities: • Journey Visionary: Work with on-site team members to prioritize solutions and provide frameworks that will drive journey metrics., • Passion & Innovation: Deeply understand issues and opportunities and demonstrate relentless focus on solving them through innovative solutions., • Organizational Ambassador: Engage with residents, prospective residents, associates, and stakeholders to understand needs and lead with the values of the company culture., • Project Management: Create and maintain clear and sequenced plans to successfully launch projects., • Change Management: Experienced in leading cross-functional teams through change programs and projects, leverages frameworks and influence modeling to drive awareness and outcomes., • Supervises and mentors property on-site team by communicating and updating goals through one on one mentoring and team daily huddles., • Hires, onboards and trains team members and manages their performance in accordance with company policies, values, and business practices., • Assists in managing the client/owner relationship by meeting with the owners, conducting property tours, providing updates and information concerning the property’s performance, and responding to owner requests as needed., • Provides input into the development of budget(s) for the property by analyzing and evaluating financial statements, reviewing current and projected marketing information, and accessing operational reports that establish historic and predict performance patterns., • Meets targeted revenues by setting rent rates, ensuring rent and fees are collected and posted in a timely manner, completing financial bank deposits, and preparing and reviewing monthly financial status reports., • Approves and submits invoices from vendors, contractors, and service providers for payment by reconciling work performed or products purchased, ensuring validity of certificates of insurance, coding charges to appropriate Chart of Account codes, and managing communication between the vendor/contractor, accounting, and the client/owner as needed., • Gathers, analyzes, and interprets current market and economic trends that may impact the property, and implements short-range and long-range marketing and leasing strategies to achieve the property’s occupancy and revenue goals., • Promotes resident satisfaction and retention by responding to questions, grievances and requests in a timely manner, and taking appropriate action to resolve and address service issues., • Ensures the property’s maintenance team members comply with the Company’s standards with respect to responding and completing resident service requests. This includes the ability to work in a stressful environment and work peacefully with co-workers and residents., • Conducts regular property inspections in person and takes appropriate actions to ensure that the physical aspects of the property, grounds, buildings, and amenities meet established standards for safety, cleanliness, and general appearance and appeal., • Completes various accounting, financial, administrative, and other reports and performs other duties as assigned or as necessary., • Oversees lease enforcement policies by completing periodic apartment inspections, following proper notice requirements, following eviction procedures, and imposing and collecting late fees and other charges as allowable and stated in the terms of the lease. This position is scheduled for 40 hours in a regular work week. Hours of operation vary, but typical office hours are from 9:00 am to 6:00 pm Monday through Friday. Must be available to work on additional tasks that may require work on weekends or after hours. Must be available to work onsite and travel for business purposes. Qualifications: To perform this job successfully, an individual must be able to perform each duty satisfactorily. The requirements are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education/Experience: College degree is optional. Employment history that demonstrates progressive levels of accountability and responsibility in the application and usage of property management and residential multi-housing business principles, and demonstrated knowledge and skills in executing sales, customer service, revenue/expense management, and financial business plans. Language Ability: Demonstrated ability to read, write, and communicate effectively to comprehend and complete business plans, financial documents, and legal documents, motivate and lead teams, and communicate property strategies and performance with clients and property owners. Math Ability: Demonstrated mathematical skills necessary to add, subtract, multiply, and divide numbers, decimals, and fractions, and calculate percentages in order to complete financial records, budgets, and other fiscal reporting information. Reasoning Ability: Senior-level experience and skills in leading and managing others, including demonstrated skills in interviewing, on-boarding, directing, evaluating performance, and making effective talent management decisions. Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations. Computer Skills: Demonstrated proficiency in Internet, word processing, spreadsheet, and database management programs to complete required reports and employment documents. Proficient in using property management software. Certificates and Licenses: Industry certifications are preferred. Supervisory Responsibilities: This job has supervisory responsibilities of corporate and onsite employees. Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to use hands to finger, type, handle, or feel and talk or hear. The employee is frequently required to stand; walk; reach with hands and arms, and climb, stoop, or squat. The employee is intermittently required to sit. Incumbents must be able to physically access all exterior and interior parts of the property and amenities. Must be able to push, pull, lift, carry, or maneuver weights of up to twenty (20) pounds independently and fifty (50) pounds with assistance. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus. Travel will be required to visit properties, visit clients, present for new business opportunities, attend educational conferences, or other situations necessary for the accomplishment of some or all of the daily responsibilities of this position. Incumbents must be able to physically access all exterior and interior parts of any property and its amenities within the assigned portfolio and markets. Must be able to view computer screens, cell phones, and other electronic equipment for extended periods of time where visual strain may result. Powered by JazzHR SE3MMYmT1Q

Job DescriptionTeleSales Representative - Remote About Us InsuraTec Services Group is seeking driven and passionate individuals to join our growing remote sales team. As a TeleSales Representative, you’ll play an important role in helping clients secure their financial future through personalized life insurance solutions. With comprehensive training, flexible hours, and a supportive environment, we’re here to help you succeed in building a rewarding career. Key Responsibilities * Client Relationship Management: Build and maintain strong relationships by understanding client needs and providing tailored insurance solutions. * Customer Support: Deliver exceptional service by assisting clients with insurance-related questions throughout the sales process. * Sales Excellence: Implement proven sales strategies to meet and exceed performance goals. * Qualified Leads Provided: Focus on sales—not prospecting. We provide leads; no cold calling required. * Remote Flexibility: Work from the comfort of your home with a schedule that fits your lifestyle. * Training & Licensing: Receive full training and guidance to obtain your life insurance license. Qualifications * Highly motivated and goal-oriented with a passion for sales. * Strong communication and interpersonal skills. * Entry-level welcome—no prior experience required. * Commitment to professionalism, integrity, and client care. * Enthusiasm for working in the financial services and insurance industry. What We Offer * Compensation: Commission-only structure with unlimited earning potential based on performance. * Support: Access to marketing resources and a wide portfolio of insurance products. * Work-Life Balance: Flexible scheduling to fit your needs. * Growth Opportunities: Clear paths for advancement within the company. * No Cold Calling: All leads are provided—no door-to-door or network marketing. If you’re excited about sales, motivated by success, and passionate about helping clients protect their financial future, we’d love to hear from you. Apply today and take the first step toward a rewarding career with InsuraTec Services Group. #ZR Company DescriptionInsuraTec is a relentless group of innovative business professionals with a desire to see others thrive. We have an innovative approach to insurance and a drive to inspire & celebrate change in ourselves & others. Designed as a technology company, we stand out from the crowd with innovative tools, resources, and proprietary automation technology to create a seamless working environment for our customers and teammates. We approach our days with honesty, integrity, and respect. We are a systems-driven company that prefers to share growth and opportunities with everyone. The success of InsuraTec is based directly on the success of its agents. With a supportive attitude, our leadership team educates and trains each diverse agent individually. We are family focused, with a dream to make InsuraTec feel like a thriving home for our agents, managers, and support staff. InsuraTec was created as a space for independent agents and builders to have a home where they could not just succeed, but thrive. You will know that our team is 100% dedicated to our customers as well as our field force all across the USA. We have a belief that if we take good care of our agents, they will take good care of their clients. Every day, we put our best foot forward with a dedication to innovation, integrity, and ownership.InsuraTec is a relentless group of innovative business professionals with a desire to see others thrive. We have an innovative approach to insurance and a drive to inspire & celebrate change in ourselves & others. Designed as a technology company, we stand out from the crowd with innovative tools, resources, and proprietary automation technology to create a seamless working environment for our customers and teammates. \r\n\r\nWe approach our days with honesty, integrity, and respect. We are a systems-driven company that prefers to share growth and opportunities with everyone. The success of InsuraTec is based directly on the success of its agents. With a supportive attitude, our leadership team educates and trains each diverse agent individually. \r\n\r\nWe are family focused, with a dream to make InsuraTec feel like a thriving home for our agents, managers, and support staff. InsuraTec was created as a space for independent agents and builders to have a home where they could not just succeed, but thrive. \r\n\r\nYou will know that our team is 100% dedicated to our customers as well as our field force all across the USA. We have a belief that if we take good care of our agents, they will take good care of their clients. Every day, we put our best foot forward with a dedication to innovation, integrity, and ownership.

Job DescriptionBenefits: • License reimbursement, • Salary Plus Commission, • Bonus based on performance, • Competitive salary, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Paid time off Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: • Provide information about insurance products and services., • Assist clients with policy applications and renewals., • Handle client inquiries and provide timely responses., • Maintain accurate records of client interactions.QUALIFICATIONS:, • Strong communication and interpersonal skills., • Detail-oriented and able to multitask., • Experience in customer service or sales preferred.

Job Description Wealth Advisor General Job Description A Wealth Advisor plays a pivotal role in managing and growing relationships with high-net-worth clients. As a Wealth Advisor, you will leverage your expertise to deliver personalized wealth management strategies, conduct detailed financial assessments, and provide comprehensive advice on investment management, retirement planning, estate planning, and tax optimization. Success in this role requires a deep understanding of financial markets, and a proactive approach to client service. Essential Duties • Cultivate trust-based and investment relationships with high-net-worth clients, providing targeted advice and developing customized wealth management strategies., • Identify and close new business development opportunities to expand the firm’s client base, achieving annual growth objectives through new business production., • Develop and maintain relationships with our Ameris Bank partners and proactively engage and work referrals within the Ameris branch network., • Conduct thorough financial assessments to understand clients' goals, risk profiles, and financial positions. Deliver complex financial presentations to clients, facilitate financial planning discussions, and deliver goals-based planning output., • Provide expert advice on investment management, asset allocation, retirement planning, estate planning, and tax optimization., • Develop Investment Policy Statements (IPS) and conduct annual reviews and updates, ensuring compliance with regulations. Implement investment strategy recommendations., • Implement investment strategies aligned with clients' goals using various investment vehicles, regularly reviewing and adjusting portfolios., • Stay informed about industry trends and regulatory changes to provide informed advice. Maintain current knowledge of financial markets, Argent investment process, and wealth management offering., • Coordinate with relationship team members including portfolio managers, tax advisors, and estate counsel to deliver comprehensive wealth management solutions., • Exceed performance expectations and standards for success, ensuring adherence to risk, control policies, and regulatory guidelines. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and/or ability required. • Bachelor's degree., • Minimum of 3-7 years of experience in wealth management, financial services, investments, tax or trust and estate legal field, serving high-net-worth clients., • Strong knowledge of financial markets, investment products, tax strategies, estate planning, and retirement planning., • Analytical expertise, notable attention to detail, and self-initiated follow-through., • Clear and effective communication skills., • Proficiency in financial planning software and Microsoft Office Suite., • An understanding of matters related to income, gift, and estate taxes, investments, employee benefits, and personal and philanthropic wealth transfer strategies, • Great interpersonal and process management skills; and, • Achieving or a candidate for at least one of the following advanced degrees or designations: MBA, CFP, CAIA.

Job Description Senior Wealth Advisor Responsibilities: • Develop and manage relationships with high-net-worth clients while cultivating new business opportunities., • Provide comprehensive financial planning across investment strategy, tax, retirement, estate planning, stock options, and more., • Design and implement tailored long-term investment strategies, adjusting portfolios as needed., • Collaborate with third-party service providers to deliver expert guidance in tax, trust, estate, and insurance services., • Influence product development by sharing insights on advisor and client needs., • 10+ years of experience in investment advisory with a proven book of business., • Certified as an Investment Adviser Representative (Series 65, Series 7 + 66, or equivalent)., • Excitement about the fintech industry and the opportunity to shape its future., • Competitive compensation package, including revenue participation and equity., • Comprehensive medical, dental, and vision plans., • Unlimited PTO and paid company holidays., • Solo 401(k) retirement plan., • Stunning NYC office with top-notch amenities., • Daily meals and snacks are provided.

Job Description Are you a confident communicator with a passion for the latest technology and sales? At our company, we represent one of the most recognized names in the telecommunications industry, AT&T, and we’re expanding our sales team! The ideal candidate for our AT&T Wireless Sales Agent position is not only a strong communicator but also someone who takes initiative, adapts quickly, and brings a positive, team-oriented attitude to the table. As an AT&T Wireless Sales Agent, you will serve as a trusted representative of the AT&T brand, working directly with customers to understand their needs and deliver tailored wireless solutions. Your role will be instrumental in driving customer satisfaction, increasing brand loyalty, and achieving sales objectives. We’re seeking individuals who are ambitious, results-oriented, and excited by the opportunity to grow within a dynamic and fast-paced sales environment. If you're motivated by performance and passionate about helping people stay connected through innovative technology and AT&T services, we invite you to be part of our growing team as an AT&T Wireless Sales Agent. AT&T Wireless Sales Agent Responsibilities: • Directly support customers with verifying eligibility, activating services, and completing enrollment procedures in a residential setting, • Stay well-informed on AT&T products and offerings to confidently recommend suitable solutions to customers during the sales cycle, • Be informed on how sales orders get processed to assist customers with new purchases, • Establish and maintain meaningful relationships while working effectively as part of a team of high-performing AT&T Wireless Sales Agents, • Achieve performance targets through direct selling techniques, maximizing each interaction by promoting relevant upgrades and add-on services, • Track record of performance in sales, customer service, or retail environments, telecommunications experience preferred, • Able to confidently navigate mobile technology, tablets, and POS systems in a variety of settings, • Excellent verbal communication and interpersonal skills with the ability to foster long-lasting client relationships This is a performance-based position with unlimited commission potential—your earnings reflect your drive, not a salary cap. Annual compensation figures are based on average earnings in the role.

Job Description At Peachtree Planning, financial balance is not simply a concept, it is at the center of what we do, and who we are. We’re on a mission to improve the financial confidence of Americans. If you enjoy challenging work, want control of your career and life, and have a passion for helping others; explore what a financial professional position with our team means. Compensation: $60,000 - $100,000 yearly Responsibilities: What You’ll Be Doing, And Why It Matters • As a financial advisor/team leader, you'll be educating others and assisting your team of advisors, their clients, and future clients in evaluating their financial goals and developing effective, customized strategies to help make those goals a reality, • Working with Peachtree Planning means devoting your career to meaningful work: improving the lives of individuals, families, and business owners by assisting them in planning for the futures they envision, • You’ll set your own hours and build your own practice, enjoying independence, as well as the support of one of the most stable companies in the financial industry. You'll have a network of peers, access to leadership, and the mentorship you need to support your development We are seeking an experienced Financial Representative to join our team. The ideal candidate will have a strong background in financial analysis, sales, and customer service. The Financial Representative will be responsible for advising clients on investment and financial planning, as well as selling financial products and services. This is a great opportunity for a motivated individual to grow their career in the financial services industry. What will you do? • Provide financial planning and investment advice to clients, • Sell financial products and services, including securities and insurance, • Conduct financial analysis and create investment portfolios for clients, • Manage and maintain client accounts, ensuring accurate financial records and timely updates, • Stay up-to-date with industry developments and changes in financial regulations, • Collaborate with other team members to achieve sales targets and expand the client base, • Maintain a high level of professionalism and integrity in all interactions with clients What do you need to join? • Strong knowledge of financial concepts, including investment management and securities law, • Proven experience in financial sales and customer service, • Familiarity with technical accounting and financial analysis, • Experience with public accounting or a related field is a plus, • Ability to pass a background check and obtain necessary licenses and certifications, • Excellent communication and interpersonal skills, • Ability to work in a fast-paced environment and meet sales targets, • Commitment to providing exceptional client service and achieving sales goals What licenses would be ideal to have to join us? • Licenses: Life & Health, Series 7, and Series 66 Job Type: Full-time Pay: $60,000 - $100,000 per year Benefits: • 401(k), • 401(k) matching, • Dental insurance, • Health insurance, • Life insurance, • Paid training, • Referral program, • Retirement plan, • Vision insurance Compensation Package: • Commission pay Experience: • Financial concepts: 1 year (Preferred) Ability to Commute: • Atlanta, GA 30342 (Preferred), • Work Location: In person About Company Our History A Firm With Deep Roots: Nearly 40 years ago, Purple Heart recipient and proud University of Georgia alum Bob Mathis took a courageous leap of faith to pursue his version of the American dream, and he started a business – and thus, Peachtree Planning was born. Over the last 4 decades, Bob’s vision and the firm’s success have been stewarded by multiple generations of owners and financial professionals; consequently, Peachtree Planning continues to be deeply rooted in our communities, actively serving over 30,000 clients. To learn more about the firm, please visit .

Job Description If you're looking for a supportive work environment where everyone's potential is recognized and encouraged, The Crenshaw Agency is the ideal team for you. Here, we focus on personal growth and excellent service for our clients. We're searching for the perfect person to join our team in the role of a full-time insurance sales representative. We believe you'd be great at this job given your track record of being driven to succeed and wanting to take that next step in the insurance industry. Plus, you have a professional attitude and demeanor that's hard to beat! If you want to grow and get closer to your ambitions, this could be the perfect opportunity for you. Don't miss out! Apply now! Must have a current Property and Casualty License. Looking to fill both commercial and personal lines roles. Benefits Annual Base Salary + Commission + Bonus Opportunities Flexible Schedule Hands on Training Mon-Fri Schedule Evenings Off Paid Parking Bonus Opportunities Appreciation Lunches Growth Opportunities Team Building Events Annual Performance Review Career Growth Opportunities Responsibilities • Provide exemplary service and have a positive attitude, • Prospect for new business for commercial and personal lines from referrals, networking, cold calling, telephone prospecting, warm leads, and other lead sources., • Schedule Appointments and Educate & Advise Clients on their policies, • Handle objections, develop insurance quotes, make sales presentations, and close sales., • Maintain client retention and product loyalty by following up with clients. Continue to look for and recognize opportunities to cross-sell/account rounding, • Georgia Property and Casualty License preferred, willing to train., • Licensing Assistance is available, • 1+ years of prior sales experience, • Be flexible and adaptable to changing priorities, deadlines, and technology., • Navigate Microsoft Office Suite and Above-average computer skills, • Use office equipment such as computers, multi-line phone systems, copiers, etc., • Ability to type, be detail-oriented, and multitask