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Insurance Sales Agent
4 days ago
$120,000 at plan
Responsibilities:- Work with policyholders to develop and deliver risk management strategies that fit their individual profiles
- Continue your education on evolving insurance industry protocols to adequately fulfill all policy requirements and monitor insurance claims to customers’ satisfaction
- Implement sales strategies and tactics proven effective in maintaining and growing existing customer portfolios comprised of loyal, long-term clients
- Spend time listening to new and potential clients, assess their priorities and finances, and determine suitable insurance plan options that successfully meet their individual insurance needs
- Keep bookkeeping systems, sales databases, customer records, and related organizational tools current to accurately report progress to monthly and quarterly sales quotas to stakeholders
- Superb analytical, interpersonal communication, and customer service skills are needed to succeed in this role
- Basic computer skills with proficiency with Microsoft Office suite is necessary
- Insurance license required
- Experience with accounting and or sales lead software is a plus
- Demonstrated comprehension of the insurance industry, insurance products, risk management profiles, and associated state and federal regulations
- Fluency in Spanish, Vietnamese, and/or Chinese is preferred but not required
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