What are the responsibilities and job description for the Independent Agency Owner position at RELI Exchange?
Company Description
RELI Exchange integrates artificial intelligence (AI) and cloud technologies with traditional business-to-consumer (B2C) and business-to-business (B2B) distribution models. Operating through an exclusive agency partner network, RELI Exchange provides comprehensive insurance and financial services platforms, specializing in personal and commercial property, casualty, life, health, and indexed markets. A subsidiary of Reliance Global Group (Nasdaq: RELI). RELI Exchange is committed to leveraging cutting-edge technology and personalized solutions to empower its partners and customers.
Role Description
This is a full-time remote role for an Independent Agency Owner. The role involves managing and growing your own book of business by offering personalized insurance and financial services solutions that meet clients' needs. Responsibilities include building and nurturing client relationships, developing strategies for client acquisition, cross-selling services, maintaining compliance with industry regulations, and achieving business performance goals. Agency Owners are supported with training, tools, and technology to help ensure long-term success.
Qualifications:
- Property and Casualty licensed
- Life and Health licensed (preferred)
- Resign in a state we currently onboard in (IA, IL, IN, MN, MO, OH, TN or WI)
- Strong sales, client relationship management, and customer service skills
- Understanding of insurance products, financial services, and regulatory compliance
- Entrepreneurial mindset with excellent business planning and problem-solving skills
- Effective communication, negotiation, and interpersonal skills
- Ability to work independently, remotely, and efficiently manage time and resources
- Experience in insurance sales or related fields is highly beneficial
- Proficiency in leveraging technology for business development and client management