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
•Maintain and grow existing portfolios by developing and implementing effective and attentive sales strategies that cultivate long-term customer loyalty
•Keep bookkeeping systems, sales databases, customer records, and related organizational tools current to accurately report progress to monthly and quarterly sales quotas to stakeholders
•Work with policyholders to develop and deliver risk management strategies that fit their individual profiles
•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
Qualifications
•Demonstrated comprehension of the insurance industry, insurance products, risk management profiles, and associated state and federal regulations
•Proficiency with accounting or sales-related software is helpful
•Some computer skills with ability to use Microsoft Office is required
•High school diploma mandatory; four-year undergraduate degree strongly preferred
•Insurance license required