Elite Partners

2 jobs near Columbus, OH

Insurance Sales Agent

$65K - $85K/yr

Description We want to add a motivated and personable new associate to our insurance agent team who is seeking a new learning opportunity with lots of room for growth. The ideal candidate for our ...

Financial Planner

$65K - $85K/yr

Description We are seeking a financial professional to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or ...

$65K - $85K/yr

Full-time

Posted 12 days ago


Job description

Description
We want to add a motivated and personable new associate to our insurance agent team who is seeking a new learning opportunity with lots of room for growth. The ideal candidate for our insurance agent position has the solid communication skills it takes to drive insurance sales among potential clients and new clients. Bring a friendly attitude and a passion for customer service, and we'll invest our resources into training you to be a successful insurance sales representative!
Responsibilities
• Tailor risk management strategies and client profiles to reflect each customer's individual needs
• Maintain a portfolio of existing customers and pursue insurance sales with new clients by using sales strategies that may include cold calling and networking
• Collaborate with policyholders to develop insurance risk management and other profiles that specify the best policies for their evolving insurance needs
• Remain updated about insurance industry changes that may affect customers in your portfolio
• Keep an accurate log of sales databases, client reports, bookkeeping records, and more to share progress toward goals with key stakeholders
• Spend time listening to existing, new, and prospective clients to evaluate their needs and stage-of-life priorities before presenting insurance plan options for their specific circumstances
Qualifications
• Job seekers must already have or be willing to get an insurance license
• Fundamental computer skills such as experience with Microsoft Office
• Open to embracing the insurance industry and becoming educated about its relevant state and federal regulations
• Strong analytical, communication, and interpersonal skills required; customer service experience is a plus