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Licensed Insurance Sales Professional

Anchor Financial Group Richmond, VA
  • Posted: 3 days ago
  • Full-Time
  • Benefits: Vision, Medical, Life Insurance, 401k, Dental

Anchor Financial is seeking a qualified licensed Agent for our Richmond office.Our company strives to empower our clients and enhance their understanding of their finances by provide a one of a kind, one stop, relationship bringing through our team-based solutions.This has contributed to our record growth and unparalleled value proposition in the marketplace. We promise to quickly determine whether we mutually feel that you will be a good candidate to join our growing team.

Benefits of this position:

  • Salary plus bonus
  • Training resources provided
  • Extensive mentoring and support
  • Career advancement opportunities
  • Comprehensive Benefit Package

Key Responsibilities

  • Build and maintain client relationships
  • Gather information from customers, assess their insurance needs and risk profile
  • Foresee customers' insurance needs, such as policy renewals or amending existing policies
  • Customize insurance programs to suit individual customers, often covering a variety of risks
  • Explain features, advantages and disadvantages of various policies to promote sale of insurance plans
  • Calculate insurance premiums or awards / compute financial data
  • Arrange specialized types of insurance coverage in complex cases
  • Complete and follow-up on administrative tasks such as managing and processing paperwork, correspondence, keeping detailed records, ensure that policy requirements are fulfilled including the completion of appropriate forms
  • Follow contract, property, or insurance laws
  • Enter, access or retrieve data
  • Advise clients on risk management and claims processing

Qualifications and Skills

  • Bachelor's degree with concentration in a business discipline (Marketing / Finance Accounting) preferred
  • Minimum of 2 years successful full-time work experience in insurance sales or executive level occupation in the insurance industry or combination of high end sales experience
  • Demonstrated experience in understanding the complex financial situations and lifestyles of high net worth customers
  • Multi-line insurance brokerage experience highly desirable
  • Strong computer skills; MS Office proficiency
  • Experience with software for the purpose of submitting applications and claims processing
  • Currently possess a Property and Casualty license, and a valid Life, Health and Annuities License
  • Strong communication and customer service skills
  • Must have positive attitude, professionalism and emotional intelligence (ability to listen and empathize)
  • Must be ambitious, self-motivated, and have a high energy level
  • Strong organizational skills and attention to detail

Technical knowledge related to the underwriting, claims processes, as well as, the tax and legal aspects of the products sold and potential implications for their clients

Job Type: Full-time

Anchor Financial Group

Anchor Financial Group is a full service financial agency committed to fulfilling our clients' needs based on sound financial guidance and services. Our needs-based process will assist you in identifying your goals and objectives, assess your current situation, establish an approach tailored to your situation strategy. We will educate you, and provide the ongoing relationship and monitoring needed to stay on course. Let one of our associates help you in the sea of financial uncertainty. Anchor is an Equal Opportunity Employer

Address

Richmond, VA
USA

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