Licensed Insurance Sales Agent

About the Role

We are seeking a definitive decision-maker who is eager to connect new, existing, and prospective clients with the insurance program that best meets their individual needs. Ideal candidates are eager yet intuitive communicators with a demonstrated knowledge of different types of insurance policies, strong attention to detail, and excellent organization skills. This is a flexible full-time position that offers growth opportunities, significant earning potential, and plenty of variety.

Responsibilities

• Update bookkeeping systems, customer records, and sales databases to report your monthly and/or quarterly progress to goals to stakeholders.
• Develop and deliver risk management strategies for each customer based on their risk profile.
• Set meetings with new and potential clients to listen to their needs, taking into account their financial statuses and stage-of-life priorities, and present insurance plan options tailored to their individual circumstances.
• Maintain and grow existing portfolios by developing and implementing effective and attentive sales strategies that cultivate long-term customer loyalty.
• Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements, and monitor insurance claims to ensure mutual satisfaction.

Requirements

• Bachelor’s degree preferred; high school diploma required.
• Working knowledge of the insurance industry, insurance products, risk management profiles, and related state and federal regulations.
• Candidates must have an insurance license or be willing to obtain one.
• Basic computer skills with proficiency in Microsoft Office suite is necessary.
• Some experience with accounting or sales lead software is beneficial.

Pay

$65,000 - $75,000 yearly

About Company

Helping you is what we do best...we live by our motto. If your passion is helping people, too, this may be the place for you.