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  • Insurance Broker
    Insurance Broker
    hace 24 días
    $20000–$75000 anual
    Jornada completa
    Central Ward, Newark

    We are dedicated to empowering families with comprehensive financial literacy, a mission that we pursue with unwavering professionalism and agility. Our goal is to equip each family with the knowledge and tools necessary to achieve financial stability and success, ensuring that these benefits are passed down through generations. We believe in the transformative power of financial education and are committed to delivering these insights with the utmost passion and excellence, creating a brighter and more prosperous future for all. Partnership Overview: Wealth For Generations - Experior Financial Group is seeking a partner that will go above beyond for their clients in the financial industry. This role involves helping families build generational wealth through life insurance solutions. We offer comprehensive training, weekly product knowledge based meetings. Responsibilities: • Understand clients' financial goals and create customized life insurance plans., • Educate clients on life insurance benefits and features., • Develop strategies to help clients achieve long-term financial security., • Assist clients with life insurance applications and the underwriting process., • Maintain strong client relationships through regular communication and excellent service., • Be able to manage a team, • Daily financial literacy exercises to ensure Knowledge is sharp, • Stay informed about industry trends, products, and regulations., • Collaborate with team members to achieve company goals and sales targets. Experience: • High school diploma or equivalent (Bachelor’s degree in finance, business, or related field preferred)., • Previous experience in sales, customer service, or the financial industry is a plus., • -Life Insurance License is Required ( Must obtain if not Acquired), • Strong interpersonal and communication skills., • Ability to understand and explain complex financial concepts., • Detail-oriented with excellent organizational skills., • Proactive and self-motivated leader with a strong work ethic., • Basic knowledge of financial planning and life insurance products is a plus., • Proficiency in Microsoft Office Suite. Skills: • Interpersonal and communication skills, • Ability to explain financial concepts, • Organizational skills, • Leader (Able to take charge of your destiny), • Proactive and self-motivated Location: Remote Salary Type : Commission / Independent Contractor

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  • Sales / Purchasing Agent
    Sales / Purchasing Agent
    hace 1 mes
    Jornada completa
    East Flatbush, Brooklyn

    Job Description: Sales / Purchasing Agent Pro Aire Design Consultants Position Summary Pro Aire Design Consultants is seeking a motivated Sales/Purchasing Agent to manage client inquiries, support sales activities, and handle purchasing tasks for HVAC-related products and services. The ideal candidate is organized, proactive, and experienced in coordinating with vendors, contractors, and clients. Key Responsibilities Sales Support • Handle incoming inquiries from clients regarding HVAC products, services, and project requirements., • Prepare and send quotations, proposals, and sales documents., • Follow up on leads to convert inquiries into sales opportunities., • Maintain accurate records of client interactions, sales activities, and pipeline updates., • Source materials, parts, and equipment from approved suppliers., • Request and negotiate price quotations with vendors to obtain the best value., • Process purchase orders, monitor deliveries, and ensure timely arrival of materials., • Maintain an updated database of suppliers, price lists, and inventory items., • Work closely with the engineering and project teams to understand material specifications needed for HVAC projects., • Track purchase orders, delivery schedules, and incoming shipments., • Resolve issues related to delayed deliveries, product availability, or pricing discrepancies., • Maintain organized records of sales and purchasing transactions. Qualifications • Previous experience in sales, procurement, purchasing, or supply chain preferred., • Knowledge of HVAC products, construction materials, or engineering supplies is a strong advantage., • Strong negotiation and communication skills., • Detail-oriented with excellent organizational and multitasking abilities., • Proficient in MS Office (Excel, Word, Outlook)., • Ability to work independently and in a team environment. Work Hours & Environment • Full-time position, • Fast-paced environment working with clients, suppliers, and internal teams, • May require occasional field visits or supplier coordination Preferred Skills • Strong customer service skills, • Ability to handle pressure and meet deadlines, • Basic understanding of technical specifications for HVAC systems, • Reliable, proactive, and resourceful attitude

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