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Dallas, Texas, United States Beem Realty Full time

Job Summary: We are seeking an experienced insurance sales professional to join our team at Beem Realty. As an insurance sales agent, you will be responsible for maintaining and growing customer portfolios, developing strategies for promoting new insurance contracts, and collecting key client information for risk profiles.

Key Responsibilities:

  • Client Acquisition: Set meetings with new and potential clients to understand their needs, financial statuses, and stage-of-life priorities, and present insurance plan options tailored to their individual circumstances.
  • Insurance Industry Expertise: Remain updated on insurance industry changes and protocols to fulfill all policy requirements and monitor insurance claims from start to finish.
  • Sales Strategies: Devote an unprecedented level of personal attention when implementing a range of effective sales strategies proven to maintain and grow long-term customer base.
  • Risk Management: Develop and deliver risk management strategies for each customer based on their risk profile.

Requirements:

  • Interpersonal Skills: Strong interpersonal skills, communication skills, customer service skills, and analytical skills are required.
  • Technical Skills: Experience with accounting and/or sales lead software is a plus, and some computer skills with the ability to use Microsoft Office are required.
  • Insurance License: An insurance license is required.
  • Industry Knowledge: Demonstrated comprehension of the insurance industry, insurance products, risk management profiles, and associated state and federal regulations.

Compensation: $60,000