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Insurance Sales Professional

2 months ago

Escondido, California, United States Primary Location Full time
Insurance Sales Representative Opportunity

Lucas Agency, Inc. is seeking a highly motivated and customer-focused Insurance Sales Representative to join our team in Apex, North Carolina. As a key member of our team, you will be responsible for nurturing client relationships, tailoring insurance plans, and ensuring exceptional customer satisfaction.

Key Responsibilities:
  • Client Consultation: Engage with clients to understand their insurance requirements and offer personalized advice.
  • Inbound Calls: Manage incoming calls efficiently, addressing queries and providing solutions.
  • Policy Customization: Design and recommend insurance plans that align with clients' specific needs.
  • Cross-selling: Identify opportunities to enhance clients' insurance portfolios.
  • Relationship Building: Cultivate long-term client relationships to ensure satisfaction and loyalty.
  • Continuous Learning: Stay updated on industry trends to provide informed recommendations.
Requirements:
  • Licensing: Possession of an active North Carolina Property & Casualty License is desirable.
  • Experience: Previous experience in insurance sales or a related field is advantageous.
  • Communication Skills: Exceptional verbal and written communication skills are essential.
  • Client-Focused: Strong dedication to meeting and exceeding client expectations.
  • Adaptability: Ability to thrive in a remote work environment while maintaining productivity and teamwork.
  • Team Player: Capacity to collaborate effectively with colleagues, fostering a positive work environment.
  • Technological Proficiency: Familiarity with CRM systems and other communication technologies is beneficial.
Benefits:
  • Annual Base Salary + Commission + Bonus Opportunities
  • Paid Time Off (PTO)
  • Health Insurance
  • Dental Insurance
  • Vision Insurance
  • Hands on Training
  • Mon-Fri Schedule
  • Career Growth Opportunities
  • Retirement Plan
  • Evenings Off
  • Tuition Reimbursement
  • Work from Home