Wix
Finance • B2B
Wix is a Raleigh-based firm specializing in tax preparation, tax advisory, and small business accounting. The company is led by John D, a Certified Public Accountant with extensive experience in accounting practices including accrual, cash, project-based, and cost accounting. Wix is committed to understanding the unique needs of small businesses across various industries such as real estate, consulting, and construction management. The firm prides itself on providing individualized attention and guidance, helping clients navigate the complexities of tax codes and grow their financial operations.
Sales Associate
Job not on LinkedIn
February 17
Wix
Finance • B2B
Wix is a Raleigh-based firm specializing in tax preparation, tax advisory, and small business accounting. The company is led by John D, a Certified Public Accountant with extensive experience in accounting practices including accrual, cash, project-based, and cost accounting. Wix is committed to understanding the unique needs of small businesses across various industries such as real estate, consulting, and construction management. The firm prides itself on providing individualized attention and guidance, helping clients navigate the complexities of tax codes and grow their financial operations.
📋 Description
• We are eager to take our business to the next level by hiring an experienced insurance agent with a proven track record of maintaining and growing customer portfolios. • You’ll hone your sales skills by forging strong relationships that serve as the foundation for our firm’s prestige. • Embracing a personal approach to insurance sales gives candidates a leg up in this role, which includes developing strategies for promoting all types of new insurance contracts; making changes or additions to existing ones; and collecting key client information for risk profiles used to identify insurance plans for each unique individual. • Responsibilities include keeping bookkeeping systems current, working with policyholders, maintaining and growing existing portfolios, setting meetings with clients, etc.
🎯 Requirements
• Candidates should have basic computer skills and be able to use Microsoft Office programs • Some experience with accounting or sales lead software is beneficial • Superb analytical, interpersonal communication, and customer service skills are needed to succeed in this role • Demonstrated comprehension of the insurance industry, insurance products, risk management profiles, and associated state and federal regulation
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