Personal Lines Risk Advisor
7 days ago
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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