Insurance Agent Opportunity
6 days ago
About PlanRight Financial
\We are seeking a highly skilled Insurance Sales Agent to join our team at PlanRight Financial in Cameron, NC. As an Insurance Sales Agent, you will play a crucial role in developing our list of prospective clients and onboarding new clients.
\Our ideal candidate is a talented salesperson with excellent customer service skills and a passion for helping others. You will have the opportunity to make a tangible difference in clients' lives every day.
\The successful candidate will be responsible for:
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- Aiding policyholders with the insurance claims process while supervising the progress of current insurance claims.\
- Managing electronic and paper records and ensuring all contracting paperwork is kept current.\
- Determining new customers' insurance needs, desires, insurance risk, prior coverage, and financial standing via booked consultations.\
- Developing a prospective customer base using our qualified lead platform in combination with referrals, networking, and creative marketing strategies.\
- Onboarding incoming and retaining existing clients via a variety of customer service tasks.\
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Key qualifications for this role include:
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- Customer service or experience as a sales representative are highly valued.\
- Background in the health insurance or life insurance industries preferred.\
- Must have graduated high school or received GED, a Bachelor's degree is desired.\
- Excellent verbal and written communication skills required.\
- Proficiency with Microsoft Office products.\
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In return, we offer a competitive salary of $120,000+, leads generated in-house, and industry-proven hands-on training.
\This is a fantastic opportunity for a motivated individual to grow their career and make a real impact in the financial services industry.
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