We are seeking a motivated insurance agent with an 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: • Ensure bookkeeping systems, sales databases, and customer records are maintained to report progress toward monthly initiatives to stakeholders • 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 • Work with policyholders to develop and deliver risk management strategies that fit their individual profiles • Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements, and monitor insurance claims to ensure mutual satisfaction • Implement sales strategies and tactics proven effective in maintaining and growing existing customer portfolios comprised of loyal, long-term clients Qualifications: • Proficiency with accounting or sales-related software is helpful • Bachelor’s degree preferred; high school diploma required • Demonstrated comprehension of the insurance industry, insurance products, risk management profiles, and associated state and federal regulations • Superb analytical, interpersonal communication, and customer service skills are needed to succeed in this role • Job seekers must have an insurance license Compensation: $113,000 - $128,000 yearly

•