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Thank you for your interest in a career at Benson Financial Solutions. Please read the job descriptions below and submit your resume if you feel like you have what it takes to join our team.

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    New Business Processor

    Position Overview

    To help facilitate a work flow to a growing Sales Office and assist where needed.

    Essential Job Functions

    • Extensive Work with Microsoft Office
    • Outbound calls to Ins Co & Clients
    • Working on Licensing of Agents with our Companies
    • Follow up on New Business
    • Achieve all Personal Goals set forth by Management
    • Mail Merge and Postal responsibilities
    • Assist Marketing Manager on Special Projects as needed
    • Additional Duties or Responsibilities as required by Management
    • Data Entry

    Requirements

    • Working Knowledge of Life Insurance & Annuities
    • Some College
    • Advanced Knowledge of Microsoft Office
    • Ability to write Business Correspondence
    • Ability to effectively present information and respond to questions
    • Ability to work independently with little or no supervision
    • Ability to interact with all personality types and with all levels of staff
    • Time Management and ability to handle multiple tasks in a fast paced environment
    • Ability to handle Confidential information
    • Professional Approach and Appearance
    • Superb Telephone Skills

    Other Skills/Abilities

    • Advanced Knowledge of Microsoft Office

     

    Administrative Assistant

    Position Overview

    To help facilitate a work flow to a growing Sales Office and assist where needed.

    Essential Job Functions

    • Answering Multiline Phones
    • Extensive Work with Microsoft Office
    • Outbound calls to Ins Co & Clients
    • Working on Licensing of Agents with our Companies
    • Follow up on New Business
    • Achieve all Personal Goals set forth by Management
    • Mail Merge and Postal responsibilities
    • Assist Marketing Manager on Special Projects as needed
    • Additional Duties or Responsibilities as required by Management
    • Data Entry

    Requirements

    • Working Knowledge of Life Insurance & Annuities
    • Some College
    • Advanced Knowledge of Microsoft Office
    • Ability to write Business Correspondence
    • Ability to effectively present information and respond to questions
    • Ability to work independently with little or no supervision
    • Ability to interact with all personality types and with all levels of staff
    • Time Management and ability to handle multiple tasks in a fast paced environment
    • Ability to handle Confidential information
    • Professional Approach and Appearance
    • Superb Telephone Skills

    Other Skills/Abilities

    • Advanced Knowledge of Microsoft Office

     

    Internal Wholesale/Marketer

    Qualified candidates need to possess:

    • Demonstrated success selling life insurance, annuity and/or other financial services products for at least 1 year.
    • Current Life insurance license.
    • Working knowledge of annuity quoting and illustrations software.
    • Ability to work with customers to determine needs and recommend the appropriate products & solutions.
    • Effective interpersonal and written communication skills
    • Ability to work in a self-directed fashion.

    **Only those who fit the criteria will be contacted.**

    Specific Job Duties will include:

    • Successfully introduce and position annuities and insurance products
    • Make pro-active outbound telephone calls to advisers, reps and agents.
    • Maintain and document relationship management responsibilities.
    • Implement strategies that will result in increased production of advisers.
    • Other activities, such as creating sales ideas, cross-selling, product/service updates, prospecting calls, etc.
    • Work internally with other departments to effectively issue and place business.

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