Sales Associate - Exemplar Insurance Services

Contractor, Full Time
Apply NowAll Opportunities

About Exemplar

Exemplar Companies, Pbc is a holistically integrated professional knowledge firm combining the first non-billable-hour Corporate law firm in the US with a CPA/Accounting Firm, Business Advisory, and FINRA-Member Broker-Dealer Investment Bank. We operating on a Quad Bottom Line values system, represent revolutionaries, game-changers, and Impact businesses.

Job Description:

Exemplar Companies, Pbc is a holistically integrated professional knowledge firm combining the first non-billable-hour Corporate law firm in the US with a CPA/Accounting Firm, Business Advisory, and FINRA-Member Broker-Dealer Investment Bank. We operating on a Quad Bottom Line values system, represent revolutionaries, game-changers, and Impact businesses.

Sales person will help individuals, businesses, and families on planning aspects of their finances, present the most appropriate strategies regarding policies for health, life, and properties. Offer property and casualty, life, health, disability, and long-term care insurance.

Responsibilities:

Responsibilities to include but not limited to:

  • Research and source potential clients and build long-term relationships with them
  • Persuade prospective clients to engage in a phone conversation and/or meeting to discuss our consulting services
  • Advise clients on financial concepts that best suit their needs
  • Keep abreast of industry and market trends and best practices

Qualifications:

  • Diploma or Certificate IV in Business Admin or relevant experience
  • Effective verbal and written communication skills
  • Demonstrated proficiency in the Microsoft Office suite
  • Ability to create a culture of diversity, inclusivity, collaboration and teamwork
  •  Organized and able to meet deadlines
  • Resilient spirit and a persistent nature
  • Impeccable interpersonal skills and friendly attitude
  • Well organized with time great management abilities

 

Experience:

  • 3 years previous experience in an similar role/industry

 

Your turn to WOW us! Become part of our fast growing and forward-thinking team!

Other Opportunities

Support
Contractor Full Time
Remote United States
Law
Contractor Full Time
Boston MA California Chicago IL New York City NY
Huaman Resources
Part Time
Remote United States
BizDev Capital Consultanting Law Support Tax and Accounting
Contractor
Remote United States
Law
Contractor Part Time
Chicago IL

CPA

Tax and Accounting
Contractor Part Time
Los Angeles California
Job Category: Support
Job Type: Contractor Full Time
Job Location: Remote United States

Apply for this position

Allowed Type(s): .pdf, .doc, .docx