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Insurance Sales Professional

1 month ago

Milpitas, California, United States Dragon Tree Full time
Insurance Sales Representative

We are seeking a highly motivated and results-driven Insurance Sales Representative to join our team at Dragon Tree. Your primary responsibility will be to proactively seek out and acquire new clients, understanding their specific insurance needs and offering tailored solutions. By building strong relationships, your aim will be to facilitate business growth and enhance our firm's reputation in the market.

As an Insurance Sales Representative, you will play a crucial role in promoting our insurance products and services. This will involve engaging with potential clients, showcasing the benefits of our offerings, and effectively closing sales. Additionally, you will actively contribute to our marketing efforts and stay updated on industry trends to provide informed recommendations to clients.

Responsibilities

  • Design and implement effective marketing strategies to sell new insurance contracts or adjust existing ones
  • Contact potential clients and create rapport by networking, cold calling, using referrals, etc.
  • Appraise the wishes and demands of business or individual customers and sell the suitable protection plans
  • Collect information from clients on their risk profiles in order to offer them the proper solution
  • Prepare reports to shareholders on the success of your business endeavors
  • Retain continuous awareness of transactions, sales, and terms and keep relative records
  • Check insurance claims to solidify trust and safeguard reputation
  • Frequently replenish job-specific knowledge and apply it on the field
  • Fulfill all company-established policy obligations

Requirements and skills

  • Proven experience as an Insurance Sales Representative
  • Good comprehension of insurance plans including automobile, fire, life, property, medical, etc.
  • Ability to work with computers and understand and interpret standard statistical findings
  • Goal-oriented
  • Excellent skills in communication and presentation
  • Experience in delivering client-focused solutions and in creating long-lasting relationships
  • High school or BSc degree