Insurance Sales Agent

Homestead & Co

Insurance Sales Agent

Edmond, OK
Full Time
Paid
  • Responsibilities

    We are seeking a motivated Insurance Agent with an entrepreneurial 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. If this sounds like you, apply today! Responsibilities: • Maintain and grow existing portfolios by developing and implementing effective and attentive sales strategies that cultivate long-term customer loyalty • Keep bookkeeping systems, sales databases, customer records, and related organizational tools current to accurately report progress to monthly and quarterly sales quotas to stakeholders • Remain updated on insurance industry changes and protocols to fulfill all policy requirements and monitor insurance claims from start to finish • 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 • Create tailored risk management strategies directly with clients that align with their risk profiles Qualifications: • Experience with accounting and or sales lead software is a plus • Proven understanding of the insurance industry including insurance products, risk management and any state and federal regulations • Job seekers must have an insurance license • High school diploma required; bachelor’s degree preferred • Basic computer skills with proficiency with Microsoft Office suite is necessary Compensation: $45,000 - $55,000 yearly