Executive Financial Partners helps families, individuals, and small businesses protect what matters most through supplemental health insurance solutions. The company emphasizes service, excellence, results, skill development, discipline, and high performance, with a focus on meaningful work that benefits clients and communities. This entry-level role requires no prior sales experience. The company provides hands-on and classroom training, mentorship, and sales strategies. The agent meets with clients to understand their needs and offer tailored supplemental health insurance solutions, builds relationships with individuals, families, and local businesses, and uses Salesforce CRM to generate leads, manage clients, and expand a network. Agents manage their work independently with support from a high-achieving team. Success is tied to the value created for clients.
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Career Level
Entry Level