We are seeking a motivated insurance agent with an enterprising 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: • Implement sales strategies and tactics proven effective in maintaining and growing existing customer portfolios comprised of loyal, long-term clients • 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 • Ensure bookkeeping systems, sales databases, and customer records are maintained to report progress toward monthly initiatives to stakeholders • Work with policyholders to develop and deliver risk management strategies that fit their individual profiles • 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 • Strong interpersonal skills, communication skills, customer service skills, and analytical skills are required • Experience with accounting and or sales lead software is a plus • Demonstrated comprehension of the insurance industry, insurance products, risk management profiles, and associated state and federal regulations • Insurance license required • Fluency in Spanish, Vietnamese, and/or Chinese is preferred but not required Compensation: $120,000 at plan

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