Insurance and Financial Services Professional
3 weeks ago
Responsibilities Include
- Establish and maintain customer relationships, providing prompt and accurate service as needed.
- Use a customer-focused, needs-based review process to educate customers about insurance options and provide personalized recommendations.
- Work collaboratively with the agent to establish and meet marketing goals, developing leads and scheduling appointments to identify customer needs and market appropriate products and services.
Requirements
- Previous sales experience, preferably in outside sales or retail sales, is highly desirable.
- A successful track record of meeting sales goals/quotas is preferred.
- Enthusiasm for the role insurance and financial products play in helping people manage risk and achieve their goals is essential.
- Self-motivation, attention to detail, and proactive problem-solving skills are required.
- Ability to work in a team environment and make presentations to potential customers is necessary.
- Property and Casualty license, as well as Life and Health license, must be obtained.
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