Community Outreach Finance Jobs

1 job found

5mo ago

Financial Services Professional

Wisdom Financial Service Carrollton, TX

Carrollton, TX

5mo ago Closed

$4,653+/mo Full time Marketing Benefits Administration Bilingual

This position is no longer accepting applications (closed Apr 18, 2026).

Job Description

Overview

We are seeking a dynamic and motivated Financial Services Professional to join Wisdom Financial Service in Carrollton, TX. This role offers the chance to deliver comprehensive financial solutions, assist clients with their planning needs, and grow within a supportive environment. The ideal candidate will bring strong communication skills, sales experience, and a dedication to helping clients reach their financial goals. Multilingual abilities and experience in insurance sales or retail sales are highly valued. The position involves engaging with clients through outside sales and telemarketing to expand the client base and provide exceptional customer service. This position offers a rewarding career path for individuals passionate about finance, sales, and helping clients secure their financial future.

Responsibilities

Develop and maintain relationships with clients through outside sales, telemarketing, and community outreach efforts
Identify client needs and recommend suitable financial products and services, including insurance options
Conduct thorough analysis of client financial situations to tailor personalized solutions
Negotiate terms and close sales effectively while ensuring compliance with industry regulations such as HIPAA
Manage sales administration tasks, including documentation, follow-up, and updating client records
Collaborate with marketing teams to promote financial products and services across multiple channels
Provide ongoing customer service support to ensure client satisfaction and retention
Assist with benefits administration for clients, explaining various plans and coverage options
Stay informed about industry trends, product updates, and regulatory changes affecting the financial services sector

Qualifications

Proven experience in outside sales, retail sales, or telemarketing within the financial or insurance industry preferred
Strong negotiation skills and the ability to close deals effectively
Excellent communication skills; bilingual or multilingual abilities are a plus
Knowledge of sales administration processes and analysis skills to evaluate client data accurately
Familiarity with insurance sales, benefits administration, and marketing strategies
Exceptional customer service skills with a professional demeanor
Ability to work independently while collaborating within a team environment
Knowledge of HIPAA regulations related to client confidentiality is advantageous
Previous experience in sales or related roles demonstrating strong interpersonal skills is preferred

Compensation and Location

Pay: From $4,653.00 per month

Location: Carrollton, TX. Work Location: In person

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