Personal Lines Risk Advisor

7 days ago


Fullerton, California, United States Allco Fullerton Insurance Agency Full time

About the Role:

We are seeking a talented Personal Lines Risk Advisor to join our team at Allco Fullerton Insurance Agency in Fullerton, CA. As a sales agent, you will be responsible for providing expert advice and customized insurance solutions to clients, helping them fulfill their needs with compassion and guidance.

This role offers a chance to grow your career while delivering exceptional customer experiences. With attractive commission opportunities and access to a diverse selection of insurance plans, you will have the chance to succeed in a dynamic environment.

Key Responsibilities:

  • Assess clients' risk management needs and develop customized insurance solutions.
  • Build strong relationships with potential clients to assist them with insurance enrollment.
  • Engage in active sales outreach, including cold calling and door-to-door prospecting, to promote insurance solutions.
  • Set and achieve key performance metrics to contribute to the agency's growth and success.
  • Collaborate closely with the service team to finalize sales transactions and provide a seamless customer experience.

Requirements:

  • Excellent analytical and problem-solving skills are essential for assessing clients' risk management needs.
  • A professional and self-assured demeanor is essential, projecting competence and credibility in all interactions.
  • Maintaining a sophisticated and polished wardrobe that aligns with the role of a trusted representative is key.
  • Demonstrating initiative and resilience is important, showing a strong self-starter mentality and the ability to persevere through challenges.
  • Radiating confidence, enthusiasm, and boundless energy is essential to create a positive atmosphere in every interaction.
  • Proficiency in Microsoft Word and Outlook is necessary to streamline tasks and communications efficiently.

Salary and Benefits:

The estimated salary for this role is $70,000 - $90,000 per year, depending on experience. Our competitive compensation package includes attractive commission opportunities and access to a diverse selection of insurance plans. We also offer continuous training and support, as well as the chance to collaborate with a committed group of industry experts.



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