We are seeking a motivated insurance agent with a business-minded 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: • 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 • Maintain and grow existing portfolios by developing and implementing effective and attentive sales strategies that cultivate long-term customer loyalty • Continue your education on evolving insurance industry protocols to adequately fulfill all policy requirements and monitor insurance claims to customers’ satisfaction • Listen attentively to new and potential clients, evaluate their needs and their financial statuses, and propose ideal plan options for their unique circumstances and insurance needs • Work with policyholders to develop and deliver risk management strategies that fit their individual profiles • Devote an unprecedented level of personal attention when implementing a range of effective sales strategies proven to maintain and grow a long-term customer base • Continue your education on evolving insurance industry protocols to adequately fulfill all policy requirements and monitor insurance claims to customers’ satisfaction Qualifications: • Some computer skills with ability to use Microsoft Office is required • Experience with accounting and or sales lead software is a plus • High school diploma required; bachelor’s degree preferred • Working knowledge of the insurance industry, insurance products risk management profiles, and related state and federal regulations • Strong interpersonal skills, communication skills, customer service skills, and analytical skills are required Compensation: $83,000 - $111,000 yearly
• Work with policyholders to develop and deliver risk management strategies that fit their individual profiles • Devote an unprecedented level of personal attention when implementing a range of effective sales strategies proven to maintain and grow a long-term customer base • Continue your education on evolving insurance industry protocols to adequately fulfill all policy requirements and monitor insurance claims to customers’ satisfaction