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.
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.