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Insurance Sale Representative
The Valdez Group Philadelphia, PA
$96k-137k (estimate)
Full Time | Wholesale 1 Month Ago
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The Valdez Group is Hiring an Insurance Sale Representative Near Philadelphia, PA

The Valdez Group

Are you looking for different? We are different! Our rapidly-expanding insurance agency is looking for a full-time (& part-time) life insurance agent to join our team! You’ll grow a list of prospective clients, market our insurance products, showcase our offerings to new customers, and help clients & families navigate their options. We’ll provide the support network, training and resources to help you reach - and exceed - your sales goals. If you have a strong drive to succeed & help others, great communication skills, & outstanding customer service skills, we’d love to hear from you. We need to be a fit for you as much as you need to be a fit for us!! Apply today!

Responsibilities

  • Onboard incoming and retain existing clients via a variety of customer service tasks, such as appointment booking, in-house or virtually, and responding to inquiries regarding billing, coverage, eligibility, and insurance policies
  • Ensure all contracting paperwork is up to date while maintaining databases, records, and bookkeeping
  • Evaluate new customers’ insurance needs, insurance risk, existing coverage, long-term goals, and financial status through consultations to create a tailored experience that exceeds expectations
  • Expand our prospective customer base and market our insurance products via, networking, referrals, and various marketing strategies to bring in new business
  • Attend weekly training calls/strategy calls to improve & grow your skills
  • Help others do the same by sharing experiences
  • No cold calling
  • Expand income potential with annual reviews
  • Leads available
Qualifications

  • Proficiency with Microsoft Office products
  • Must have graduated high school or received GED, a Bachelor’s degree is a plus
  • Candidates with an active Life Insurance license or willingness to obtain -(we will help you)
  • Must possess a genuine desire to assist clients & navigate their options
  • Participate in the training calls to improve & grow your talent & skill
  • Be interested in being part of a great, successful team
  • Be passionate about helping others (clients & teammates)
  • Enjoy making a difference!!
Compensation
$125,000 at plan
About The Valdez Group

Our passion is serving - both our clients & our teammates! 

Our industry is Life Insurance. We help people across the country find the financial solutions they need to protect their families & their futures. We have partnered with Industry-leading Carriers/Insurance Companies to provide our team with a portfolio of products they are proud to offer their clients. 

We follow up with families that have requested assistance and work with them to create a solution that best fits their needs and budget. 

Job Summary

JOB TYPE

Full Time

INDUSTRY

Wholesale

SALARY

$96k-137k (estimate)

POST DATE

04/07/2023

EXPIRATION DATE

04/24/2024

WEBSITE

valdezspice.com

HEADQUARTERS

DALLAS, TX

SIZE

<25

FOUNDED

1984

CEO

MICHAEL HANKS

REVENUE

$10M - $50M

INDUSTRY

Wholesale

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About The Valdez Group

Valdez Corporation is a computer software company based out of 1808 Monetary Ln Ste 110, Carrollton, Texas, United States.

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