Licensed Insurance Sales Agent
Job description
$60,000
Responsibilities:- Set meetings with new and potential clients to listen to their needs, taking into account their financial statuses and stage-of-life priorities, and present insurance plan options tailored to their individual circumstances
- Keep bookkeeping systems, sales databases, customer records, and related organizational tools current to accurately report progress to monthly and quarterly sales quotas to stakeholders
- Work with policyholders to develop and deliver risk management strategies that fit their individual profiles
- Implement sales strategies and tactics proven effective in maintaining and growing existing customer portfolios comprised of loyal, long-term clients
- Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements, and monitor insurance claims to ensure mutual satisfaction
- Determine customer requirements and expectations in order to help the customer identify specific products and solutions
- Solicit, sell, and negotiate new business policies
- Review renewal business and conduct appropriate follow up based on degree of change
- Develop insurance quotes, makes sales presentations, and closes sales
- Ability to reach specific metrics/goals
- Must be self motivated
- Candidates must have an insurance license
- Candidates should have basic computer skills and be able to use Microsoft Office programs
- Proficiency with accounting or sales-related software is helpful
- Proven understanding of the insurance industry including insurance products, risk management and any state and federal regulations
- Strong interpersonal skills, communication skills, customer service skills, and analytical skills are required
- Previous experience in customer service, sales, or other related fields is preferred
- Ability to build rapport with clients
- Ability to prioritize and multitask
- Positive and professional demeanor
- Must be willing to pass the state of Texas insurance licensing exam (if not already licensed)
- Possess attention to detail and follow-up capabilities
- Proficiency in operating personal computers and performing routine calculations
Our agency is growing and we are seeking talented Agents to join our team! The right candidates will help grow our agency by engaging new prospects and building valuable relationships within our community, while providing a wide range of multiple carrier insurance and financial service products designed to help protect families, homes, vehicles, small businesses and retirement plans.
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