Company Description Roots Agency helps individuals and families plan wisely so they can build long-term financial strength and security. The agency specializes in family protection solutions and retirement planning, offering tailored strategies to meet diverse life stages and goals. Team members work closely with clients to understand their needs and provide clear, practical guidance. Roots Agency values trust, long-term relationships, and professional integrity in every client interaction.
Role Description The Senior Sales Associate is a full-time, on-site role based in Jal El Dib. This role involves meeting with prospective and existing clients to understand their financial protection and retirement needs, presenting suitable solutions, and guiding them through plan selection and enrollment. The Senior Sales Associate will manage a client portfolio, follow up regularly to ensure satisfaction, and identify opportunities for additional services. Daily tasks include prospecting new clients, preparing and delivering sales presentations, maintaining accurate records in the agency’s systems, and collaborating with team members to achieve shared sales goals. The role also requires staying informed about product updates, market trends, and regulatory guidelines relevant to family protection and retirement planning.
