Insurance Policy Sales Specialist

2 days ago


Richmond, California, United States Alchemy Financial Group Full time
Company Overview: Alchemy Financial Group is a reputable financial services provider dedicated to delivering exceptional insurance solutions to our clients.

Salary: $65,000 - $85,000 per year, based on experience and performance.

Job Description: As an Insurance Policy Sales Specialist with Alchemy Financial Group, you will play a crucial role in identifying opportunities to sell life, health, or car insurance policies to various clients. Your primary responsibility will be to work closely with clients to understand their needs and recommend the most suitable policies. You will also be responsible for going through policies with clients, explaining the costs and benefits, and maintaining accurate records of client interactions. Additionally, you will work with insurance adjusters, process insurance renewals, track claims, and provide excellent customer service to ensure client satisfaction.

Required Skills and Qualifications:
  • A valid insurance license where required by law
  • Excellent customer service skills
  • Superb communication and negotiation skills
  • In-depth knowledge of different types of insurance, including life, health, and car insurance
  • Strong organizational and time-management skills
  • Proficient software skills, including Microsoft Office Suite

Benefits: Our company offers a comprehensive benefits package, including medical, dental, and vision coverage, 401(k) matching, and ongoing training and development opportunities. We are committed to helping our employees grow and succeed in their careers.

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