Financial Services Representative

6 days ago

Fort Worth, Texas, United States Frost Bank Full time
Role and Responsibilities
A Select Sales Representative at Frost Bank will focus on developing and maintaining relationships with current and prospective clients, identifying new business opportunities, and building a strong understanding of client needs. This involves inspecting current insurance policies, analyzing risk, and delivering formal insurance proposals. The ideal candidate will have excellent communication and auditory skills, the ability to work well with others, and demonstrate excellent time and organizational management skills. Proficiency in Microsoft applications is also essential for success in this role.

Responsibilities:
  • Prospect new business from existing clients, program business channels, and identified target groups and leads given by Frost producers and bankers.
  • Service assigned accounts while contacting potential new customers.
  • Survey prospects to determine insurance needs.
  • Inspect current insurance policies, risk management plans, property, products, and records.
  • Screen leads to determine if SBIU or PIC criteria is met and if a Frost Insurance Agency market exists to satisfy the need.
  • Collect detailed risk and underwriting information, including census data, survey data, and loss history.
  • Develop and deliver formal insurance proposals, including information concerning coverage, limits, deductibles, and other pertinent details.
  • Conduct client and prospect appointments to discuss proposals and renewals, explaining all details while communicating a desire to conduct business.
Requirements:
  • Previous insurance experience.
  • Texas Department of Insurance-issued general agent/L&H and P&C license or attainment within 90 days of employment.
  • Excellent communication and auditory skills.
  • Ability to work well with others and establish rapport quickly.
  • Excellent time and organizational management skills.
  • Ability to pursue and close sales.
  • Proficiency in Microsoft applications.
Benefits:
  • Medical, dental, vision, long-term disability, and life insurance.
  • 401(k) matching.
  • Generous holiday and paid time off schedule.
  • Tuition reimbursement.
  • Extensive health and wellness programs, including our Employee Assistance Program.
  • Referral bonus program + more.

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