Commission Sales Associate

Company Description Smith Tri-City Agency is a full-service financial firm located in Petersburg, VA, focused on helping individuals, families, and small businesses achieve financial security and long-term wealth. We specialize in tax preparation, life and health insurance—including IUL policies and annuities—and personalized financial planning. Known for our commitment to delivering results, we serve clients both remotely and in person throughout Virginia, offering trusted expertise tailored to their unique financial needs. At Smith Tri-City Agency, we are passionate about empowering our clients to protect and grow their financial futures. Role Description This full-time, on-site role in Petersburg, VA, involves working as a Commission Sales Associate. Day-to-day tasks include identifying and pursuing new sales opportunities, presenting financial services and products to potential clients, nurturing ongoing client relationships, and achieving sales targets. The role also requires delivering excellent customer service, educating clients about financial planning, and maintaining comprehensive knowledge of the firm’s services to offer tailored solutions. Qualifications Strong Sales and Customer Relationship skills, with experience in building and maintaining client trustKnowledge of Financial Planning, Tax Preparation, and Insurance Products (life, health, IUL policies, annuities)Effective Communication and Presentation skills to convey complex financial concepts clearlyProficiency in Problem-Solving and Goal-Oriented Sales StrategiesBasic proficiency with CRM tools and sales management softwareSelf-motivation, ability to work effectively on-site, and a strong work ethicBachelor’s degree in Finance, Business, or a related field is a plusPrevious experience in financial services or insurance sales is highly desirable