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Financial Services Representative

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Toowoomba, Queensland, Australia beBee Careers Full time

This Financial Services Representative role involves working to meet or exceed targets as defined in the sales incentive plan and assigned by manager. The successful candidate will conduct an insurance review for clients to identify a range of suitable products, using provided tools and underwriting guidelines to quote, bind and issue policies.

Responsibilities:
  • Use sales techniques and strong product knowledge to identify customer-specific needs
  • Works to establish rapport with insureds to enhance their affinity to the AAA brand
  • Responds to customer inquiries and requests relating to insurance products and membership

Education and Experience: High School Diploma, Bachelor's degree preferred. 3-5 years of relevant insurance industry work experience required.