Insurance Agents-Sales

Summary

The Insurance Agent plays a crucial role in delivering outstanding client service while achieving individual sales targets. This position emphasizes the development of strong client relationships through a comprehensive understanding of insurance products. We seek candidates with a demonstrated history of success in sales within a dynamic environment. Candidates should be proficient in leading the sales process, which includes identifying potential clients, creating proposals, and successfully closing sales. Professionalism and integrity are key attributes for success in this role.

Responsibilities

• Plan and organize daily activities to engage with potential clients, including individuals and businesses.
• Expand existing client accounts by securing larger policies and coordinating promotional activities.
• Perform all sales functions, including responding to inquiries, preparing quotes, processing applications, and managing follow-up schedules.
• Follow up on leads and effectively close sales to meet and exceed sales goals and quotas.
• Maintain accurate records of client interactions and regularly update the database with information regarding inquiries, quotes, and opportunities.
• Utilize market research and business connections to identify new client opportunities.
• Participate in training sessions to enhance knowledge of products and sales techniques.
• Attend industry events and trade shows to broaden market reach and develop client relationships.
• Stay informed about all products and services offered by the company, ensuring a thorough understanding of product lines and pricing.

Requirements