Equity Insurance Partners

As an Independent Insurance Agent, you will work autonomously to acquire new clients and provide expert guidance on insurance policies tailored to their needs. Your role balances client acquisition with ongoing customer service and risk evaluation, leveraging specialized CRM software to manage client information efficiently. This position requires a self-motivated individual who thrives in an independent work setting with no travel obligations.

Responsibilities

• Acquire new clients to expand the customer base
• Sell insurance policies suited to clients’ needs
• Evaluate risk to recommend appropriate coverage
• Provide ongoing customer service and support
• Network to build and maintain professional relationships
• Utilize specialized CRM software for client management

Preferred Qualifications

• Entry-level experience in insurance sales
• Life and Health Insurance License
• Proficiency in insurance sales techniques
• Experience with customer relationship management
• Strong skills in risk assessment
• Excellent communication abilities