Sales Agent, Financial Sales
Job in
Lake Lotawana, Jackson County, Missouri, USA
Listing for:
Bennetts Company
Full Time
position
Listed on 2026-11-15
Job specializations:
-
Sales
Job Description & How to Apply Below
Life Sales Agent (Sales & Business Development)
Responsible for building and maintaining relationships with members in the Banking, Insurance, & Investment space. Conduct needs-based assessments to identify financial goals, recommend life insurance and related financial products, and present tailored solutions that deliver an exceptional member experience.
Key Duties- Cultivate new and existing member relationships.
- Perform needs-based evaluations and identify appropriate product options.
- Recommend life insurance and related financial products based on member needs.
- Meet or exceed sales and service goals.
- Provide a high-quality, member-centric experience through effective communication and follow-through.
- Strong sales aptitude and goal-focused mindset.
- Ability to assess needs and provide tailored financial recommendations.
- Excellent communication, relationship-building, and customer service skills.
- Commitment to integrity, respect, safety, and teamwork.
Step into the Sales Agent role at Bennetts Company in Lake Lotawana, MO, United States and grow with us.
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