Financial Services Agent
5 days ago
**About The Baldini Agency:** We are a leading insurance agency that works with 30+ financial institutions to find the best insurance policies for our clients. Our team approach helps us grow our knowledge and provides the support we need to succeed.
**Job Summary:** We are seeking an experienced insurance producer who can sell insurance policies and other financial services to meet the needs of our clients. You will work with individuals, families, and businesses to understand their specific insurance needs and recommend appropriate coverage levels and types of policies.
Responsibilities:
- Meet with potential clients to understand their insurance needs and assess their current policies.
- Presentation and explanation of insurance policy options based on client needs, closing sales to achieve quotas.
- Policy management: assist clients with policy changes, renewals, and claims processing, ensuring ongoing support and service.
- Research and stay updated on industry trends, insurance products, and legislation affecting clients.
- Relationship building: build and maintain relationships with clients, prospects, and insurance company representatives.
- Compliance: ensure compliance with insurance regulations and maintain accurate records of client interactions.
Requirements:
- Strong understanding of various types of insurance policies, coverage options, and underwriting processes.
- Proven track record in sales, with the ability to close deals and meet sales quotas.
- Excellent interpersonal and communication skills to explain complex information clearly.
- Dedication to providing exceptional customer service and resolving client issues promptly and professionally.
- Strong negotiation skills to secure competitive insurance premiums and terms for clients.
- Adherence to ethical standards as outlined by the insurance industry.
Education and Licensure: High school diploma or equivalent required; state-specific insurance licensing is required.
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