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Entry Level Life Insurance Broker

4 months ago

Charlotte, North Carolina, United States Alchemy Financial Group Full time
About the Insurance Broker position

We are looking for a skilled Insurance Broker to join our team and help us with managing our business development activities. Your duties will include finding new clients as well as promoting and selling company's insurance plans. We expect you to efficiently build and maintain long-term relationships to ensure the stability of company's revenues and growth.

Insurance Broker responsibilities are:
Consult clients about befitting risk management strategies
Develop effective marketing strategies to sell insurance plans to current or new clients
Explore the needs of business or individual customers and propose them plans or other services
Prepare regular reviews of progress and present them to interested parties
Organize bookkeeping systems, database and records
Meet your goals in finding new clients and selling insurance products and services
Stay informed about market trends and updates in the field of insurance products and services
Follow company's policies and ensure the compliance with applicable legal requirements

Insurance Broker requirements are:
3+ years' experience of working on an Insurance Broker position
Good experience in providing client-focused solutions and building customer relationships
Good knowledge of computers and statistics methods
Strong communication, presentation and sales skills
Results-driven and able to work without supervision
High school or BSc degree; professional certification will be a bonus