Insurance Business Advisor
4 weeks ago
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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