What are the responsibilities and job description for the Licensed Insurance Sales Agent position at C&G Consulting Group?
Are you a people person with keen listening skills, strong attention to detail, and a knack for navigating the finer details in business or financial plans? If so, we’re looking for you! We are seeking a definitive decision-maker who is eager to connect new, existing, and prospective clients with the insurance program that best meets their individual needs. Job seekers should be eager yet intuitive communicators with a demonstrated knowledge of different types of insurance policies and excellent organization skills. If you are looking for a flexible full-time position that offers growth opportunities, significant earning potential, and plenty of variety, start your application today!
Responsibilities:
Remain updated on insurance industry changes and protocols to fulfill all policy requirements and monitor insurance claims from start to finish
Ensure bookkeeping systems, sales databases, and customer records are maintained to report progress toward monthly initiatives to stakeholders
Maintain and grow existing portfolios by developing and implementing effective and attentive sales strategies that cultivate long-term customer loyalty
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
Develop and deliver risk management strategies for each customer based on their risk profile
Qualifications:
High school diploma mandatory; four-year undergraduate degree strongly preferred
Proficiency with accounting or sales-related software is helpful
Proven understanding of the insurance industry including insurance products, risk management and any state and federal regulations
Insurance license required
Candidates should have basic computer skills and be able to use Microsoft Office programs
About Company:
Our agency is looking to bring on multiple new agents with exceptional customer service experience to become a part of our independent insurance agency. Our award-winning agency focuses on putting our clients first—we represent the top carriers in the industry—this means we can get each client the best product for their needs! As an insurance producer, you will assist prospective and existing customers to ensure their families are protected when they need it most.
Remote-Hybrid (virtual or in-person) Commission based FREE Training including the pre-licensing course Qualified Leads are generated through 3rd party vendors WARM Lead assist available to new agentsAll clients and commissions are vested from Day 1
Recommended Skills
- Negotiation
- Customer Service
- Financial Services
- Customer Retention
- Insurance Policies
- Understand Insurance Need
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