Insurance Sales Agent
2 weeks ago
- Prospect and generate leads through networking, referrals, and other lead generation methods.
- Conduct thorough needs analysis to understand clients' insurance requirements and recommend appropriate coverage options.
- Educate clients on various insurance products, explaining coverage details, benefits, and exclusions.
- Customize insurance solutions to meet the individual needs of clients, providing tailored recommendations and quotes.
- Follow up with leads and clients to nurture relationships, address concerns, and overcome objections.
- Collaborate with underwriters and other team members to expedite the application and approval process.
- Stay informed about industry trends, product updates, and regulatory changes to maintain a competitive edge.
- Meet or exceed sales targets and performance metrics established by the company.
- Maintain accurate records of sales activities, client interactions, and transactions using CRM software or other tracking systems.
- Uphold high standards of professionalism, integrity, and customer service in all interactions with clients and colleagues.
- Proven track record of success in sales, preferably in the insurance industry.
- Strong interpersonal and communication skills, with the ability to build rapport and establish trust with clients.
- Self-motivated and results-oriented, with a drive to succeed in a commission-based environment.
- Ability to work independently and manage time effectively, prioritizing tasks and meeting deadlines.
- Proficiency in using CRM software and other sales tools to track leads and manage customer relationships.
- Active insurance license in the required state(s) is necessary.
- Bachelor's degree or equivalent experience is preferred.
- Flexible schedule: Work from home or set your own hours to accommodate your lifestyle.
- Unlimited earning potential: Earn competitive commissions on every sale, with no cap on your earning potential.
- Training and support: Access to ongoing training, resources, and support to help you succeed in your role.
- Career advancement opportunities: Opportunity to grow within the company and advance your career in insurance sales.
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