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Insurance Sales Financial Representative

Synergy Wealth Solutions Belleville ,IL
  • Expired: over a month ago. Applications are no longer accepted.
Job Description

We are seeking an Insurance Sales Financial Representative to join our team! You will be responsible for expanding the company's book of business by selling various types of insurance policies and financial products to new and existing clients.


  • Present and sell insurance policies to new and existing clients
  • Develop and calculate suitable plans based on clients' needs
  • Resolve client inquiries and complaints
  • Expand business reach through networking techniques
  • Comply with insurance standards and regulations
  • Track and identify areas of improvement


  • Previous experience in insurance, customer service, or other related fields
  • Ability to build rapport with clients
  • Strong negotiation skills
  • Excellent written and verbal communication skills
  • Ability to prioritize and multitask
  • Series 6 or 7 preferred
  • Life and Health license preferred

In this position we have everything from full financial planning to selling Stock, Mutual Funds, Roth IRA, Protection products such as: Life Insurance, Disability and Long Term Care 

Synergy Wealth Solutions

Why Work Here?

Full line of financial products and joint sales specialist to help you every step of the way!


2726 Frank Scott Parkway W Belleville Il. 62223
Belleville, IL