- Develop a prospective customer base and advertise our insurance products through referrals, cold calling, networking, and other marketing strategies to secure new business
- Evaluate new customers’ insurance needs, insurance risk, existing coverage, long-term goals, and financial status through consultations to create a tailored experience that exceeds expectations
- Address existing and prospective customer requests in a prompt and friendly matter, including booking new meetings and responding to inquiries regarding billing, eligibility, coverage, claims, and insurance policies
- Maintain databases, records, and bookkeeping, ensuring all paperwork is up to date
- Aid policyholders with the insurance claims process while supervising the progress of current insurance claims
- Excellent verbal and written communication skills required
- Proficiency with Microsoft Office products
- Current Life & Health insurance license is greatly valued
- Background in the health insurance or life insurance industries preferred
- Client service experience as a sales representative a plus
At Jones Financial Group, our mission is to empower individuals and families to achieve financial security and build a prosperous future. We are committed to providing personalized financial planning services and investment solutions tailored to the unique needs and goals of each client. Through our unwavering dedication to integrity, transparency, and client-centricity, we aim to be a trusted partner in our clients' financial journeys. Our mission is to guide our clients through the complexities of the financial landscape, offering expert advice, innovative strategies, and comprehensive solutions to help them make informed decisions and achieve their financial objectives. At Jones Financial Group, we strive to be a beacon of financial knowledge, guiding our clients towards a brighter and more prosperous tomorrow.
