Johnson Financial Group
1001 - 5000 employees
Founded 1970
🏦 Banking
💳 Fintech
Banking • Fintech • Wealth Management
Johnson Financial Group is a Wisconsin-based financial services company that offers a variety of banking, wealth management, and financial planning solutions tailored to individual and business needs. With services ranging from personal loans and home financing to commercial banking and investment strategies, they strive to support clients in achieving their financial goals. Johnson Financial Group is recognized for its customer-centric approach and commitment to community involvement, making it a significant player in the financial sector of the region.
Insurance Professional
Job not on LinkedIn
🕒 March 31
🗣️🇪🇸 Spanish Required
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Johnson Financial Group
1001 - 5000 employees
Founded 1970
🏦 Banking
💳 Fintech
Banking • Fintech • Wealth Management
Johnson Financial Group is a Wisconsin-based financial services company that offers a variety of banking, wealth management, and financial planning solutions tailored to individual and business needs. With services ranging from personal loans and home financing to commercial banking and investment strategies, they strive to support clients in achieving their financial goals. Johnson Financial Group is recognized for its customer-centric approach and commitment to community involvement, making it a significant player in the financial sector of the region.
📋 Description
• Provide services to clients who seek a change in their property & casualty insurance • Establish, maintain, and enhance client relationships to resolve issues and retain customers • Act as an outside sales agent, selling property, casualty, commercial lines, and other insurance products • Approach potential clients by phone, email, or in person • Develop a base for long-term sources of clients by using referrals or groups • Determine the specific needs of particular clients by researching current coverage and available options • Answer questions related to coverage and annual charges • Develop leads and schedule appointments • Utilize a customer-focused, needs-based review of client insurance options to educate clients • Obtain underwriting approval by completing an application for coverage • Update job knowledge by participating in educational opportunities (reading professional publications, maintaining personal networks, participating in professional organizations, etc.)
🎯 Requirements
• Bachelor's Degree • Life, Health & Accident License (state dependent) or ability to get • Property Casualty License (state dependent) or ability to get; (NY, OH, FL, PA) • Prior sales experience not necessary • Bilingual in Spanish preferred • Experience with standard business applications including MS Office • Demonstrated entrepreneurial approach to growing business relationships • Critical thinking, proactive attitude, and strong communication skills • Organized, self-motivated, and proactive in problem-solving • Coachable
🏖️ Benefits
• Commission only • Designated workspace
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