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Financial Services Representative

Allen Financial Services Cincinnati, OH

  • Expired: over a month ago. Applications are no longer accepted.
Job Description

We are seeking a Financial Services Representative-- to join our team! You will resolve customer questions and offer solutions to drive company revenue.

Requirements: Life and/or health license, or willingness to obtain within 60 days. ( We do provide assistance with obtaining licensure.)


  • Present and sell company products and services to new and existing customers
  • Prospect and contact potential customers
  • Reach agreed upon sales targets by the deadline
  • Resolve customer inquiries and complaints
  • Set follow-up appointments to keep customers aware of latest developments
  • Create sales material to present to customers


  • Previous experience in sales, customer service, or other related fields
  • Familiarity with CRM platforms
  • Ability to build rapport with clients
  • Strong negotiation skills
  • Deadline and detail-oriented

What we bring to the table:

  • High compensation starting at 100%, going to up to 145% plus bonuses on top of that!
  • Top training from active top producers teaching what has made them so successful. We will help you become the smartest agent in the field.
  • Fresh leads: direct mail mortgage, internet, final expense, medicare and annuity leads
  • No fees: no costs for training, your back office, training events or annual conventions.
  • Vested renewals from day one and we do NOT make you sign a contract! It truly is your own business!

Allen Financial Services


Cincinnati, OH


Finance and Insurance

View all jobs at Allen Financial Services