Insurance Account Specialist
1 month ago
Key Responsibilities
- Use a customer-focused, needs-based review process to educate customers about insurance options.
- Work with the agent to establish and meet marketing goals.
- Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
- Salary plus commission/bonus
- Valuable experience
- Growth potential/Opportunity for advancement within my agency
- Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
- Successful track record of meeting sales goals/quotas preferred
- Interest in marketing products and services based on customer needs
- Excellent interpersonal skills
- Excellent communication skills - written, verbal and listening
- Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams
- People-oriented
- Organizational skills
- Self-motivated
- Detail oriented
- Ability to work in a team environment
- Ability to make presentations to potential customers
- Bilingual - Cantonese preferred
- Bilingual - Mandarin preferred
- Property and Casualty license (must be able to obtain)
- Life and Health license (must be able to obtain)
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