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Insurance and Financial Services Representative
2 months ago
We are seeking a dynamic and professional individual to fill the role of Insurance and Financial Services Representative. In this position, you will be responsible for cultivating and enhancing customer relationships within the community while promoting a range of insurance products, including auto, home, and life insurance.
Key Responsibilities- Build and maintain strong customer relationships, ensuring follow-up as necessary.
- Utilize a customer-centric approach to educate clients about various insurance options through a needs-based review process.
- Generate leads, schedule meetings, assess customer needs, and effectively market suitable products and services.
As a valued team member, you will receive:
- A competitive salary along with commission and bonus opportunities.
- Paid time off, including vacation and personal/sick days.
- Demonstrated ability to proactively solve problems.
- Current Property and Casualty license is required.
- Life and Health license must be obtained.
- Completion of courses focused on ethical and customer-centered sales practices is mandatory.
If you possess a strong motivation to excel and envision yourself thriving in this role, we encourage you to consider this opportunity.
Please note that this position is with an independent contractor agent and not directly with the insurance company. Employees of independent agents must successfully complete all necessary licensing requirements and training programs. Independent agents are responsible for hiring their own staff, and their employees are not considered employees of the insurance company.