Insurance Sales Agent

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 organizational 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!

Responsibilities
• Work with policyholders to develop and deliver risk management strategies that fit their individual profiles
• 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
• Update bookkeeping systems, customer records, and sales databases to report your monthly and/or quarterly progress to goals to stakeholders
• Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements, and monitor insurance claims to ensure mutual satisfaction

Qualifications
• Fluency in Spanish, Vietnamese, and/or Chinese is preferred but not required
• Job seekers must have an insurance license
• Candidates should have basic computer skills and be able to use Microsoft Office programs
• Experience with accounting and or sales lead software is a plus
• High school diploma mandatory; four-year undergraduate degree strongly preferred
• Demonstrated comprehension of the insurance industry, insurance products, risk management profiles, and associated state and federal regulations