What are the responsibilities and job description for the Insurance Sales Agent position at DHL Wealth Management?
Company Description
DHL Wealth Management is committed to helping individuals approach retirement with confidence by creating tailored plans for their financial future. We believe that a well-thought-out retirement plan provides freedom and the opportunity for meaningful experiences, from traveling the world to spending quality time with loved ones. Our process begins by understanding your current financial position and future goals, followed by crafting a personalized roadmap to achieve them. We are dedicated to empowering our clients with the tools and guidance they need for a secure and fulfilling retirement.
Role Description
This is a full-time, 1099 Commission, on-site role for an Insurance Sales Agent based in Dallas, TX. The Insurance Sales Agent will be responsible for building relationships with clients, analyzing their insurance needs, and recommending suitable insurance products and solutions. The role includes managing client accounts, providing exceptional customer service, working with insurance brokerage processes, and achieving sales goals through proactive engagement and strategic planning.
Qualifications
- Proficiency in Insurance Sales and Sales strategies
- Longevity and commitment to building something with our company
- Strong skills in Customer Service and client relationship management
- Experience in Insurance and Insurance Brokerage services
- Excellent verbal and written communication skills
- Ability to work effectively in a team-oriented, on-site environment
- Proven track record of meeting or exceeding sales targets
- Knowledge of financial planning, estate planning, or retirement planning is a plus
- Licensing in the relevant state for insurance sales is required