Insurance Advisor

4 weeks ago

Orange, California, United States The Williams Agency Full time
Job Overview

We're seeking a driven Insurance Advisor to join our team at The Williams Agency. As a key member of our team, you'll have the opportunity to positively impact families' lives and your own while enjoying the flexibility of a commission-based role.

Key Responsibilities:

  • Assessing the insurance needs of families remotely, focusing on mortgage protection and final expense coverage.
  • Presenting suitable insurance solutions via virtual meetings, ensuring clients understand their options.
  • Building strong client relationships and delivering exceptional customer service remotely.
  • Collaborating effectively with team members using online platforms to achieve sales goals and support company growth.
  • Staying updated on industry trends and product knowledge to educate clients effectively using online resources and training materials.
  • Maintaining accurate records of client interactions and transactions using remote work tools for organization and follow-up.

Requirements:

  • Excellent communication skills and the ability to engage clients effectively in a remote setting.
  • Comfortable presenting information virtually and on the phone, and utilizing online platforms for client interactions.
  • Strong motivation and drive to succeed, managing time and productivity independently.
  • Team player mentality with a willingness to contribute to team success using remote collaboration tools.
  • Comfortable with technology and eager to learn relevant software and tools for remote work.
  • Willingness to attend and participate in online training sessions to enhance remote work skills.

Benefits:

  • Comprehensive training programs and ongoing support to ensure your success.
  • Access to industry-leading producers and mentors for guidance and professional growth.
  • Potential earnings of approximately $30,000 to $60,000 in your first year as a part-time agent, and $75,000 to $180,000 as a full-time agent following our proven sales system.
  • Opportunity for commission increases based on performance and achievements.
  • Flexible work schedule and the ability to work from home with provided virtual tools and resources.

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