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Client Relationship Manager
2 months ago
A dedicated Insurance Agent is looking for a proactive, career-focused individual to become part of their team. As a team member, you will foster and cultivate customer relationships within the community to advocate for insurance products including automobile, residential, and life coverage.
Key Responsibilities
- Utilize a customer-centric, needs-based assessment approach to inform clients about various insurance alternatives.
- Collaborate with the agent to set and achieve marketing objectives.
- Generate leads, arrange meetings, ascertain client requirements, and promote suitable products and services.
- Hourly compensation along with commission/bonus opportunities
- Profit-sharing options
- Paid time off, including vacation and personal/sick days
- Valuable industry experience
- Potential for growth and advancement within the agency
- Preferred experience in sales (including outside sales, inside sales representative, retail sales associate, or telemarketing)
- Demonstrated success in achieving sales targets is preferred
- Passionate about the role of insurance and financial products in helping individuals manage everyday risks, recover from unforeseen events, and achieve their aspirations
- Self-driven and motivated
- Detail-oriented with strong organizational skills
- Ability to deliver presentations to prospective clients
- Bilingual proficiency in Spanish is required
- Must be able to obtain Property and Casualty license
- Must be able to obtain Life and Health license