Insurance Sales Representative

3 days ago


Pinehurst, United States PlanRight Financial - Cameron, NC Full time
Description

We are eager to take our business to the next level by hiring an experienced insurance agent with a proven track record of maintaining and growing customer portfolios. You'll hone your sales skills by forging strong relationships that serve as the foundation for our firm's prestige, and we'll give you the support you need to reach your earning potential. Embracing a personal approach to insurance sales gives candidates a leg up in this role, which includes developing strategies for promoting all types of new insurance contracts; making changes or additions to existing ones; and collecting key client information for risk profiles used to identify insurance plans for each unique individual. If you're up for the challenge, apply now

Responsibilities

•Implement sales strategies and tactics proven effective in maintaining and growing existing customer portfolios comprised of loyal, long-term clients
•Work with policyholders to develop and deliver risk management strategies that fit their individual profiles
•Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements, and monitor insurance claims to ensure mutual satisfaction
•Listen attentively to new and potential clients, evaluate their needs and their financial statuses, and propose ideal plan options for their unique circumstances and 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

Qualifications

•Some experience with accounting or sales lead software is beneficial
•Insurance license required
•Strong interpersonal skills, communication skills, customer service skills, and analytical skills are required
•Proven understanding of the insurance industry including insurance products, risk management and any state and federal regulations
•High school diploma required; bachelor's degree preferred

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