Insurance Sales Representative

4 weeks ago


Austin, Texas, United States United Heritage Credit Union Full time
Job Summary

We are seeking a highly motivated and experienced Insurance Sales Specialist to join our team at United Heritage Credit Union. As a key member of our insurance services team, you will be responsible for growing our insurance agency business while providing exceptional service to our existing members.

This is an exciting opportunity for a sales professional who is goal-oriented and has a strong desire to succeed. You will be responsible for building rapport with our members to understand their needs and match them with the best insurance solutions. If you have experience working with multiple carriers and are proficient in Texas policy coverages, we encourage you to apply.

Key Responsibilities
  • Prospect, develop, and solicit referrals and leads from market development over the phone.
  • Develop and manage an active pipeline of qualified prospects within our CRM system.
  • Maximize and maintain insurance portfolio growth.
  • Maintain a working relationship with UHCU staff to close inbound sales from leads generated.
  • Develop rapport with clients based on service and product knowledge.
  • Generate leads from personal contacts, internal referrals, cold calling, and client referrals.
  • Respond to prospects/clients with quotes for business solicited within 24 hours of application.
  • Provide rate quotes and coverage information specific to the client's needs.
  • Learn and apply product, industry, and market knowledge to make professional recommendations to prospects and policyholders.
Requirements
  • Minimum 1 year experience in Property, Casualty, Auto, Home, and/or Life insurance sales with a successful track record of meeting sales goals/quotas.
  • Minimum 1 year demonstrated experience with CRM systems.
  • Must have a license to sell Property and Casualty Insurance in the State of Texas within the first 30 days of employment.
  • Active license to sell Life and Health Insurance in the state of Texas preferred.
  • Prior financial institution experience preferred.
About United Heritage Credit Union

United Heritage Credit Union is a full-service financial institution that has been serving communities in Central Texas, Austin, and Tyler for over 65 years. We offer a competitive benefits package, 401(k) options, generous paid time off, and an education reimbursement program. If you are a motivated and experienced sales professional looking for a new challenge, we encourage you to apply.



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