Sales Associate

We are currently looking for motivated individuals to join our team as sales representatives. In this role, you will play a crucial part in helping clients protect their properties and loved ones with our diverse insurance offerings.

Your responsibilities will include identifying new business opportunities, building and maintaining client relationships, and providing outstanding service.

Benefits

Annual Base Salary + Commission + Bonus Opportunities

Career Growth Opportunities

Hands on Training

Evenings Off

Mon-Fri Schedule

Leads Provided

Responsibilities

Establish and maintain strong client relationships.

Offer personalized advice and support.

Customize coverage to meet individual needs.

Clarify complex insurance concepts for clients.

Actively pursue new client opportunities.

Effectively evaluate potential clients' needs.

Conduct thorough policy reviews.

Recommend tailored insurance solutions.

Share insights and strategies with colleagues.

Enhance skills through continuous training.

Stay informed about industry trends.

Quickly adapt to changes in the market.

To increase leads, utilize various channels such as outbound phone calls, networking, referrals, and community outreach. Conduct in-depth client consultations to evaluate their insurance requirements and provide personalized solutions.

Educate clients on insurance products and coverage options. Establish and maintain strong connections with clients to guarantee their ongoing satisfaction and retention.

Keep up-to-date with industry trends, regulations, and product offerings.

Job Description Julia Jakacki (Pat W)

Come be a part of our team at the Julia Jakacki Agency, an insurance agency where excellence and a zeal for assisting clients in safeguarding their most valued assets are at the heart of what we do.

We're in search of an eager Sales Producer who is ready to advance and develop. This position presents a remarkable chance to shine in the sales domain while acquiring practical experience in managing agency operations, aiming for a future where you can run an agency of your own.

As a Trainee Agent, your main task will be to boost sales and revenue by effectively marketing our range of insurance products and services to potential customers.

Beyond your core sales duties, you'll have the opportunity to closely collaborate with the agency team to grasp the essentials of operating a prosperous insurance agency.

This role is tailored to equip you with the necessary expertise and knowledge to smoothly transition into running an agency.

Responsibilities

Keep records well-organized.

Use CRM systems for tracking.

Identify and close sales leads.

Oversee policies and provide continuous support.

Evaluate risks and determine appropriate coverage.

Ensure adherence to regulations.

Create and implement sales and marketing strategies.

Regularly enhance skills and knowledge.

Work collaboratively with team members.

Set and accomplish sales goals.

Cultivate relationships with clients and partners.

Requirement

High school diploma or equivalent required.

Previous experience in the insurance industry is welcomed but not required.

Strong understanding or willingness to gain insight into insurance products and services.

Excellent communication and interpersonal skills.

Ability to work independently and as part of a team.

Goal-oriented with a commitment to providing exceptional customer service.

Must obtain the necessary insurance license within a specified timeframe.