Wix
1001 - 5000 employees
Founded 2006
💸 Finance
🤝 B2B
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 Job
Job not on LinkedIn
🕒 March 31
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Wix
1001 - 5000 employees
Founded 2006
💸 Finance
🤝 B2B
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
• Continue your education on evolving insurance industry protocols to adequately fulfill all policy requirements and monitor insurance claims to customers’ satisfaction • Keep bookkeeping systems, sales databases, customer records, and related organizational tools current to accurately report progress to monthly and quarterly sales quotas to stakeholders • Work with policyholders to develop and deliver risk management strategies that fit their individual profiles • Maintain and grow existing portfolios by developing and implementing effective and attentive sales strategies that cultivate long-term customer loyalty • Set meetings with new and potential clients to listen to their needs, taking into account their financial statuses and stage-of-life priorities, and present insurance plan options tailored to their individual circumstances.
🎯 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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