Insurance Sales Agent

About the role

We are seeking a motivated insurance agent with a forward-thinking 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.

Responsibilities

• Maintain and grow existing portfolios by developing and implementing effective and attentive sales strategies that cultivate long-term customer loyalty
• Create tailored risk management strategies directly with clients that align with their risk profiles
• 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
• Spend time listening to new and potential clients, assess their priorities and finances, and determine suitable insurance plan options that successfully meet their individual insurance needs

Qualifications

• Proficiency with accounting or sales-related software is helpful
• Candidates must have an insurance license
• Basic computer skills with proficiency with Microsoft Office suite is necessary
• Bachelor’s degree preferred; high school diploma required
• Demonstrated comprehension of the insurance industry, insurance products, risk management profiles, and associated state and federal regulations

Pay

$45,000 - $65,000 yearly