Job Details
Description
We are seeking a motivated insurance agent with an entrepreneurial spirit to identify and convert sales leads for insurance policies while overseeing a robust portfolio of clients. The successful candidate will have served in a related insurance industry role in which he or she cultivated a pool of prospective clients through referrals, networking, cold calls, marketing initiatives, and other proactive sales strategies. If you are an enthusiastic, intuitive, and organized professional who thrives in a multifaceted role, this job is for you! We'll provide you with the training, mentoring, and support you need to take your earning potential into your own hands. If this sounds like you, apply today!
Responsibilities
Develop and deliver risk management strategies for each customer based on their risk profile
Set meetings with new and potential clients to listen to their needs, taking into account their financial statuses and stage-of-life priorities, and present insurance plan options tailored to their individual circumstances
Continue your education on evolving insurance industry protocols to adequately fulfill all policy requirements and monitor insurance claims to customers' satisfaction
Keep bookkeeping systems, sales databases, customer records, and related organizational tools current to accurately report progress to monthly and quarterly sales quotas to stakeholders
Maintain and grow existing portfolios by developing and implementing effective and attentive sales strategies that cultivate long-term customer loyalty
Qualifications
Proven understanding of the insurance industry including insurance products, risk management and any state and federal regulations
Candidates must have an insurance license
Some computer skills with ability to use Microsoft Office is required
Proficiency with accounting or sales-related software is helpful
High school diploma mandatory; four-year undergraduate degree strongly preferred