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Insurance Sales Advisor Financial Solutions
Job Description & How to Apply Below
Help clients pursue financial security through insurance, investments, and mortgages with Serenia Life Financial. Remote flexibility supports client-focused sales work.
This Financial Insurance Representative position suits proactive professionals with sales experience and strong interpersonal abilities. You will develop new business, deliver advice, and manage quotes and renewals. The work centers on understanding clients, earning trust, and providing solutions that support lasting peace of mind.
Key Responsibilities:- Lead client relationships with empathy and integrity
- Prospect outbound and build networks for new business
- Meet clients to understand financial solution needs
- Deliver exceptional service and trusted advice
- Manage quotes and renewal coordination
- Proven ability to achieve and exceed sales goals
- Sales background in financial services, real estate, or retail
- Strong written, verbal, and presentation communication
- Proactive problem-solving approach across multiple priorities
- LLQP license or willingness to obtain with support
Bring sales discipline, client empathy, and clear communication to insurance, investment, and mortgage conversations at Serenia Life Financial.
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