Customer Service & Sales Support Representative

The Carlson Financial Group is looking for a sales representative to join our team. This person will actively seek out and engage prospective customers to sell our product and/or services.

The ideal candidate is results-driven, hungry for customer acquisition, and passionate about contributing to top-line revenue growth...

Responsibilities: • Demonstrate, promote, and sell ’s products and Symmetry's services - Strategically present functionality and key value propositions to prospective customers • Develop and foster relationships - Maintain close communications with prospects to close sales and promote customer retention • Meet and exceed targets - Achieve monthly and quarterly individual and team goals for new customer acquisition • Track progress and results - Record prospect interactions and track goal attainment in CRM system • Research and understand target market - Stay abreast of industry trends, best practices, and Symmetry’s overall market opportunity

Requirements: • 1-2 years experience selling a product or service • Excellent ability to manage and build relationships • Demonstrated ability to meet and exceed acquisition goals • Advanced skills in communicating, selling and negotiating • Unrelenting drive to understand and meet prospective customer needs

Company Information

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About Symmetry Financial Group

Symmetry Financial Group (SFG) is the fastest-growing insurance marketing organization in the country. Our in-house support team, competitively priced and subsidized leads, extensive product portfolio, best-in-class training, leadership development opportunities and innovative technology provide agents with everything they need to reach their highest level of success.

Symmetry is a subsidiary of Quility, which was founded in 2020. Symmetry is powered by Quility’s proprietary technology and resources, which play a vital role in the way our agents conduct business. Through Quility’s proprietary software and tech, agents can recruit effectively, automate tasks, generate real-time quotes and manage leads to grow their business.

Symmetry Financial Group gives you:
• The industry’s only value-based leads program
• Best-in-class compensation and bonuses
• True agency ownership and passive income opportunities
• A proven system that builds a lifelong legacy
• Ongoing mentorship with calls, webinars and events
• Flexible career paths for achieving success your way

Symmetry Financial Group agents have access to a robust corporate support team, including a Contracting department to manage licensing, a Support department to help with applications, status reports, and commission inquiries, a Lead and Marketing department to help get in front of more clients, as well as support staff to help with product information, client support, software troubleshooting, and more.

From donating $2M+ over the last five years and making an impact in our communities to our advanced agent training and leadership programs, you’re poised for success with Symmetry’s award-winning culture and community

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