We are a full service insurance agency offering clients a wide range of options with personalized services. Our agents are thoughtful, engaging and have well rounded insurance knowledge to provide clients an exceptional experience.

In order to sell insurance, agents must obtain a license from the state in which they operate. This requires completing pre-licensing coursework and passing a state-sanctioned exam.

Responsibilities:

Sales prospect pipeline development through multiple sources to include in person, phone, public speaking and professional networks

Actively lead generate in agency approved community activities including community events, networking and agency hosted events, Quarterly, Monthly and/or Weekly

Follow up, manage and organize all leads (*Video, Face to Face, Phone, Email and/or Text) through company AMS and CRM dashboard

Maintain account/prospect in AMS as outlined in agency sales handbook

Assists Customer Service Manager in completing new account documentation including: new business paperwork, signed applications, completed agency documents

Enhance agency reputation through ownership of requests and exploring value add opportunities for clients and team

Seeks out continuing education from multiple sources

Additional responsibilities and tasks as needed and assigned

Requirements:

Willing to obtain P&C and Life & Health License

Familiar with sales software

Proficient with Microsoft Word and Outlook

Articulate and professional communication skills in person, phone and written

Professional appearance and wardrobe

Sales traits: self-starter, driven, confident, energetic, enthusiastic with a sense of humor and manages rejection well

Patient, respectful, reliable, trustworthy, friendly, supportive, articulate, kind, ethical and honest

Benefits & Perks

Flexible schedule

Access to insurance industry experts for mentoring

Qualified leads