Insurance Development Specialist

3 weeks ago


Helena, Montana, United States T & Associates Full time

We are seeking a motivated and skilled Insurance Development Specialist to join our growing team at T & Associates. As an Insurance Development Specialist, you will play a key role in facilitating insurance sales among new and prospective clients. Your strong interpersonal communication skills will help you establish connections and foster business opportunities.

Responsibilities:

  • Take ownership of ensuring accurate records of all necessary bookkeeping, client, and sales reports to track the status of assigned goals.
  • Stay updated on industry changes that may affect customers in your portfolio.
  • Engage with existing, new, and prospective clients to evaluate their needs and stage-of-life priorities, then present insurance plan options for their specific circumstances.

Qualifications:

  • Candidates must have or be willing to obtain an insurance license.
  • A working knowledge of accounting and sales lead software is a plus.
  • Excellent analytical, interpersonal, and communications skills are necessary, with customer service skills being helpful.

Benefits:

  • Warm Leads: Every lead you contact has expressed interest, making your outreach more effective and engaging.
  • Hybrid Work Environment: Enjoy a blend of remote flexibility and in-person team collaboration.
  • Pre-Qualified Leads: Work with warm, pre-qualified leads to help you succeed faster.
  • Expert Training: Receive top-notch training to ensure your success from day one.
  • Exclusive Travel Opportunities: Travel with all expenses paid, exploring incredible destinations.
  • Fast Payment Access: Get paid quickly and when you need it most.
  • Incentives for High Performers: Unlock cash bonuses and rewards for reaching your goals.
  • Encouraging Team Culture: Join a team that supports your growth and celebrates your success.


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