Insurance Agent Specialist

3 weeks ago


Auburn, Washington, United States Megan Allbee-Farmers Insurance Agency Full time
Job Overview

Megan Allbee-Farmers Insurance Agency is seeking an experienced Insurance Agent Specialist to join our team.


Salary and Benefits

The estimated annual base salary for this role is $60,000, with additional income potential through commissions.


Job Description

This is a challenging opportunity for a sales-focused professional who can effectively communicate insurance products and services to clients. As an Insurance Agent Specialist, you will be responsible for:

  • Client Acquisition: Identifying and engaging potential clients through various channels such as networking, cold calling, and referrals.
  • Product Knowledge: Maintaining an in-depth understanding of the products or services offered to effectively communicate their benefits to clients.
  • Sales Presentations: Conducting sales presentations and product demonstrations to prospective clients.
  • Needs Assessment: Assessing clients' needs and recommending suitable products or services that meet their requirements.
  • Sales Targets: Achieving or exceeding assigned sales targets and quotas.
  • Relationship Management: Building and maintaining strong, long-lasting customer relationships through regular follow-ups and exceptional service.
  • Negotiation: Negotiating terms and closing sales agreements.
  • Customer Support: Providing post-sale support to ensure customer satisfaction and handling any issues or concerns.

Requirements and Qualifications

To succeed in this role, you must have:

  • A goal-oriented mindset with a sense of urgency.
  • Lead pursuit skills, comfortable pursuing leads via phone from multiple sources.
  • Proven ability to meet sales goals and thrive in competition.
  • Computer systems skills, able to learn quickly and efficiently.
  • Leadership skills, able to encourage and inspire others.
  • Organizational skills, proficient in organizational tasks and a fast learner.
  • Strong professional communication skills, both oral and written.
  • Willingness to obtain insurance licenses (training expenses covered).


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