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Insurance Sales Professional

2 months ago

Magnolia, Texas, United States The Torres Agency - Farmers Insurance Full time

About The Torres Agency - Farmers Insurance

We are a dynamic insurance agency seeking a highly motivated and entrepreneurial insurance sales professional to join our team. As a key member of our sales team, you will be responsible for identifying and converting sales leads for insurance policies while overseeing a robust portfolio of clients.

The successful candidate will have served in a related insurance industry role in which they cultivated a pool of prospective clients through referrals, networking, cold calls, marketing initiatives, and other proactive sales strategies.

Key Responsibilities:

  • Create tailored risk management strategies directly with clients that align with their risk profiles.
  • Stay up-to-date on evolving insurance industry protocols to adequately fulfill all policy requirements and monitor insurance claims to customers' satisfaction.
  • Update bookkeeping systems, customer records, and sales databases to report your monthly and/or quarterly progress to goals to stakeholders.
  • Maintain and grow existing portfolios by developing and implementing effective and attentive sales strategies that cultivate long-term customer loyalty.
  • 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.

Qualifications:

  • Excellent communication, customer service, analytical, and interpersonal skills are necessary.
  • A valid insurance license is required.
  • Proficiency in Microsoft Office is required.
  • A Bachelor's degree is preferred; a high school diploma is required.
  • Experience with accounting or sales lead software is beneficial.