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Insurance Account Representative
3 months ago
Job Title: Agent Team Member
If you enjoy engaging with people, are motivated to succeed, have a drive to excel in a dynamic work environment, and dream of owning your own business in the future but don't feel fully prepared to take the plunge just yet, then this opportunity might be ideal for you. This role offers hands-on training while collaborating with a seasoned mentor in the agent's office to nurture and enhance customer connections. Your main tasks will involve generating leads, arranging appointments, understanding customer requirements, and promoting relevant products and services, all aimed at assisting clients in managing their distinct insurance and financial needs, all while grasping the intricacies of business management and honing your expertise.
Key Responsibilities:
- Generate leads and schedule appointments.
- Identify customer needs and recommend suitable products and services.
- Build and maintain customer relationships, providing necessary follow-up as required.
- Demonstrate a strong work ethic and a wholehearted dedication to achieving success on a daily basis.
As an Agent Team Member, you can expect:
- Competitive salary alongside commission and bonuses.
- Participation in profit sharing schemes.
- Benefit from paid time off, including vacation days and personal/sick leaves.
- Opportunities for growth and advancement within the agency.
- Training in marketing property/casualty, life, health, and banking products.
- Setting and achieving sales and growth targets.
- Close collaboration with the agent to grasp their role and office dynamics.
- Learning effective networking strategies.