Insurance Sales Agent

About the role

We want to add a motivated and personable new employee to our insurance agent team who is seeking a new learning opportunity with lots of room for growth. The ideal candidate for our entry-level insurance agent position has the solid communication skills it takes to drive insurance sales among potential clients and new clients. Bring a friendly attitude and a passion for customer service, and we’ll invest our resources into training you to be a successful insurance sales representative!

Responsibilities

• Spend time listening to existing, new, and prospective clients to evaluate their needs and stage-of-life priorities before presenting insurance plan options for their specific circumstances
• Tailor risk management strategies and client profiles to reflect each customer’s individual needs
• Stay abreast of any changes to rules or policies within the insurance agency to effectively amend insurance programs for existing and prospective clients
• Maintain a portfolio of existing customers and pursue insurance sales with new clients by using sales strategies that may include cold calling and networking
• Keep an accurate log of sales databases, client reports, bookkeeping records, and more to share progress toward goals with key stakeholders
• Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals
• Collect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations
• Assess each client’s potential life and financial needs to create an individualized financial plan that leverages the products and services we offer
• Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professional
• Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products

Qualifications

• Candidates must have some computer experience, including the ability to effectively use Microsoft Office programs
• Working knowledge of accounting and sales lead software is a plus
• Willingness to learn about the insurance industry, insurance programs, and state and federal regulations that may impact policyholders
• Candidates must have or be willing to get an insurance license
• Strong analytical, communication, and interpersonal skills required; customer service experience is a plus

Pay

$120,000+ at plan earnings

Schedule

Flexible schedule to accommodate your personal and professional needs