Insurance Sales Representative

4 days ago


Franklin, Wisconsin, United States The Avers Agency Full time

About The Avers Agency

The Avers Agency is a dynamic and growing insurance agency seeking a highly motivated and skilled entry-level insurance sales representative to join our team. As an insurance sales representative, you will play a critical role in facilitating insurance sales among new and prospective clients, building strong relationships, and driving business growth.

Key Responsibilities

  • Implement our proven sales system in the field, utilizing the skills and knowledge gained from training to effectively engage with clients and meet sales targets.
  • Update reports, records, bookkeeping systems, and other organizational tools to accurately track progress toward monthly insurance sales goals, ensuring seamless data management and informed decision-making.
  • Develop and implement marketing strategies, including cold calling and networking, to connect with potential clients and maintain a portfolio of current clients, fostering a strong client base and driving business growth.
  • Conduct meetings with new and potential clients, actively listening to their individual circumstances to present tailored insurance solutions that meet their unique needs, building trust and rapport with clients.
  • Stay up-to-date on industry changes and developments that may impact clients in your portfolio, ensuring you remain a trusted advisor and expert in the field.

Requirements

  • Candidates must have or be willing to obtain an insurance license, demonstrating a commitment to industry knowledge and compliance.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships and trust with clients, driving business growth and success.
  • Self-motivated and goal-oriented, with a drive to achieve and exceed sales targets, consistently delivering results and meeting expectations.
  • Ability to work independently and as part of a team in a fast-paced, dynamic environment, adapting to changing circumstances and priorities.
  • Fundamental computer skills and/or experience using CRM software and other sales tools to manage leads and track sales activities, ensuring seamless data management and informed decision-making.


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