Are you a people person with keen listening skills, strong attention to detail, and a knack for navigating the finer details in business or financial plans? If so, we’re looking for you! 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. Job seekers should be eager yet intuitive communicators with a demonstrated knowledge of different types of insurance policies and excellent organization skills. If you are looking for a flexible full-time position that offers growth opportunities, significant earning potential, and plenty of variety, start your application today! Responsibilities: • 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 • Keep bookkeeping systems, sales databases, customer records, and related organizational tools current to accurately report progress to monthly and quarterly sales quotas to stakeholders • 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 • Develop and deliver risk management strategies for each customer based on their risk profile Qualifications: • High school diploma mandatory; four-year undergraduate degree strongly preferred • Basic computer skills with proficiency with Microsoft Office suite is necessary • 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 • Superb analytical, interpersonal communication, and customer service skills are needed to succeed in this role Compensation: $55,000 - $75,000 yearly

•