As a Financial Services Sales Agent at Luso-American Financial, you will have the opportunity to build a rewarding career by offering trusted financial solutions to your clients. With competitive commissions, flexibility, and ongoing support, this role offers excellent potential for professional growth and success in the financial services industry.
Primary Duties & Responsibilities
- Build and manage client relationships by offering financial products, including life insurance, annuities, MYGAs, IRAs, and ESAs.
- Generate new leads and close sales using personalized strategies.
- Recommend financial solutions tailored to each client’s needs and goals.
- Conduct virtual and in-person client meetings to explain products and services.
- Stay current on industry trends and product knowledge.
- Collaborate with the team members for ongoing training and development.
- Meet sales goals and grow client base independently.
Qualifications
- Sales or customer service experience is helpful, but not required.
- Strong communication, interpersonal, and relationship-building skills.
- Self-motivated and goal-oriented with strong work ethic.
- Ability to build relationships with clients and offer personalized solutions.
- Valid life insurance and financial product sales licenses preferred (or willingness to obtain).
- Highly organized and able to manage multiple client relationships effectively.
What We Offer
- Competitive Commissions:Â Earn based on performance, with high commission potential.
- Flexibility: Build your own business and set your schedule to match your lifestyle.
- Trusted Financial Products:Â Life insurance, annuities, MYGAs, IRAs, and ESAs.
- Sales Support:Â Access to marketing tools, resources, and mentorship
- Incentives:Â Bonus opportunities that reward your achievements.
Interested in becoming a Luso sales agent? Learn more here.
If you’re ready to grow your skills and be part of a supportive, purpose-driven organization, we’d love to hear from you.
