Insurance Sales Agent
1 month ago
$100,000+ annually
Responsibilities:- Develop and deliver risk management strategies for each customer based on their risk profile
- Remain updated on insurance industry changes and protocols to fulfill all policy requirements and monitor insurance claims from start to finish
- Maintain and grow existing portfolios by developing and implementing effective and attentive sales strategies that cultivate long-term customer loyalty
- Ensure bookkeeping systems, sales databases, and customer records are maintained to report progress toward monthly initiatives to stakeholders
- 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
- High school diploma required; bachelor’s degree preferred
- Candidates should have basic computer skills and be able to use Microsoft Office programs
- Strong interpersonal skills, communication skills, customer service skills, and analytical skills are required
- Candidates must have an insurance license
- Some experience with accounting or sales lead software is beneficial
We’re proud of more than 90 years of serving our customers and are excited about the future as we continue to evolve to meet their needs. Our ambition is to Be the leader in delivering peace of mind, and innovating for customers whenever and wherever they need us.
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