Job Description
Job Description
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!
Compensation :
$95,000 - $125,000 yearly
Responsibilities :
- Spend time listening to new and potential clients, assess their priorities and finances, and determine suitable insurance plan options that successfully meet their individual insurance needs
- Implement sales strategies and tactics proven effective in maintaining and growing existing customer portfolios comprised of loyal, long-term clients
- Remain updated on insurance industry changes and protocols to fulfill all policy requirements and monitor insurance claims from start to finish
- Update bookkeeping systems, customer records, and sales databases to report your monthly and / or quarterly progress to goals to stakeholders
- Develop and deliver risk management strategies for each customer based on their risk profile
Qualifications :
Working knowledge of the insurance industry, insurance products risk management profiles, and related state and federal regulationsCandidates should have basic computer skills and be able to use Microsoft Office programsCandidates must have an insurance licenseHigh school diploma mandatory; four-year undergraduate degree strongly preferredProficiency with accounting or sales-related software is helpfulAbout Company
Financial Services with a focus on Final Expense SalesHigh Performer CultureIn-Person TrainingDaily Available Training CallsDaily Available Zoom CallsProven Sales Systems