Financial Advisor/ Toledo Nw Oh Area
The Mergis Group 

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We are a major insurance player in the local market involved in building a client base of businesses in need of bonding (typically contractors).  The producer would be responsible to generate new business, work with carriers to provide a bond line, and be the go-between from carrier to client.  This person would advise the client in methods to improve the clients bond rate, review financials, and negotiate with carriers.

Financial Services Producer:  This job involves building a client base for personal investing as well as company 401(k) accounts.  The producer would be responsible to generate new business, provide investing options and advice to clients, and stay current on financial markets. 

Essentials:

 Accounting or financial services background. 
 Bachelors in business, finance, or accounting.
 Excellent sales abilities:  prospecting for new clients, obtaining referrals, responding to objections, proposing, and closing.
 Series 6 & 7 licenses.
 Self-starter

Extras:

 Proven sales experience
 Existing client base

Commercial Lines Producer:  This is a sales position, first and foremost.  The job requires prospecting, overcoming objections, proposing, closing, and obtaining referrals.  The person must enjoy the sales process.  Secondly, this position requires an ability to communicate between prospect and insurance carrier to provide a quotation.

Essentials:

 Excellent sales abilities:  prospecting for new clients, obtaining referrals, responding to objections, proposing, and closing.
 Bachelors in business.
 Negotiating skills between prospect and carrier.
 Self-starter; self-motivator

Extras:

 Insurance license (State of Ohio)
 Insurance experience (either agency or company)
 Existing client base

Group Health Producer: Selling business to business.  Experience w/ B2B sales is key.  Prospecting, overcoming objections, proposing, closing, and obtaining referrals

Essentials:

 Excellent sales abilities:  prospecting for new clients, obtaining referrals, responding to objections, proposing, and closing.
 Bachelors in business.
 Negotiating skills between prospect and carrier.
 Self-starter; self-motivator

Extras:

 Insurance license (State of Ohio)
 Insurance experience (either agency or company)
 Existing client base