Symmetry Financial Group

Business Development Rep

• Actively seek out new sales opportunities through our award winning tech platform with our proprietary lead system.
• Build and maintain strong, long-lasting customer relationships by understanding their needs and providing tailored solutions.
• Stay informed about industry trends, market conditions, and competitors to identify new opportunities for sales growth.
• Conduct compelling sales presentations and product demonstrations to prospective clients following our proven system.
• Negotiate contracts and close deals to achieve or exceed monthly sales targets based on your goals.
• Maintain accurate records of sales activities, customer interactions, and pipeline status in the CRM/Tech Platform.
• Work closely with the marketing and product teams to align sales strategies and enhance customer satisfaction.

Business Development Executive

Business Development

Sales

• Prospect and connect with potential clients using provided leads, referrals, and networking (no cold calling required if you prefer our warm lead system).
• Assess clients' needs and recommend tailored life insurance solutions.
• Clearly explain policy benefits, coverage, and living benefits (like cash-back and accelerated payouts for critical illnesses).
• Build lasting client relationships through exceptional service and follow-ups.
• Meet achievable part-time sales goals to unlock commissions and bonuses.
• Stay informed on industry trends and products via our on-demand training platform.
• Collaborate remotely with our support team for seamless client experiences.

Business Development Executive

Business Development

Part-Time Sales Agent