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: • Take ownership of ensuring there are accurate records of all necessary bookkeeping, client, and sales reports in order to track and communicate the status of assigned goals • Conduct meetings with new and potential clients and carefully listen to their individual circumstances in order to present the best insurance policies to meet their needs • Commit to remaining educated about the various types of insurance, insurance-related protocols, and policy changes to ensure fulfillment of program requirements and ensure our customers are satisfied • Develop risk management strategies for each customer to ensure his or her policy needs are continuously met • Implement marketing strategies including, but not limited, to cold calling and networking to connect with potential clients while simultaneously maintaining a portfolio of current clients • Meet with clients via Zoom or phone • Review client needs and explain coverage options • Follow a simple, proven sales process Qualifications: • Fundamental computer skills such as experience with Microsoft Office • Candidates must have or be willing to get an insurance license • Ability to learn and understand state and federal regulations that affect insurance sales, insurance clients, and the insurance industry as a whole • Basic understanding of sales lead or accounting software is helpful • Must be a superb communicator able to carefully analyze complex ideas like insurance programs; experience working in customer service is beneficial • Strong communication skills • Coachable and willing to learn • Reliable internet and phone access • Sales or customer service experience a plus (not required) • Willingness to obtain the required state insurance license (training provided) Compensation: $80,000 - $100,000 yearly

• Meet with clients via Zoom or phone • Review client needs and explain coverage options • Follow a simple, proven sales process • Complete basic applications and follow-up