Insurance Business Advisor

4 weeks ago


Coffeyville, United States Farmers District Office-0420 Full time
Job DescriptionJob Description

The Insurance Business Advisor is responsible for providing strategic guidance and support to clients in the insurance industry, helping them optimize their business operations, maximize profitability, and achieve their long-term goals. This role involves conducting assessments, identifying opportunities for improvement, and recommending tailored solutions to enhance efficiency and effectiveness. The Insurance Business Advisor plays a vital role in building and maintaining strong client relationships and contributing to the overall success of the company.


Benefits

Annual Base Salary + Commission + Bonus Opportunities

Paid Time Off (PTO)

Life Insurance

Career Growth Opportunities

Disability Insurance

Retirement Plan

Parental Leave

Flexible Schedule

Evenings Off

Hands on Training

Health Insurance

Dental Insurance

Tuition Reimbursement

Vision Insurance

Mon-Fri Schedule


Responsibilities
  • Develop insurance quotes, make sales presentations, and close sales
  • Communicating with our hot leads
  • Establish client relationships and follow up with clients, as needed
  • Understanding prospects needs and identifying sales opportunities
  • Call prospective customers by operating VOIP telephones, automatic dialing systems, and other internet technologies.
  • Cold call, direct email and perform other lead generation activities.
  • Obtain prospects information such as name, address, vehicle information and enter into quote sheets.

Requirements
  • Creating and maintaining a database of current and potential customers
  • Ability to achieve high sales targets
  • Proven track record of trustworthiness, dependability and ethical behavior
  • Must be coachable
  • Previous experience in insurance services, customer service, or a related field is advantageous.
  • Licensing: Must hold relevant state insurance licenses (Property & Casualty, Life & Health) or be willing to obtain them.


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