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Insurance Sales Professional
2 months ago
We are seeking a highly skilled and motivated Property and Casualty Insurance Sales Agent to join our team at Allco Fullerton Insurance Agency in Fullerton, CA.
Job SummaryThe successful candidate will be responsible for providing expert advice and customized insurance solutions to our clients, building strong relationships, and achieving sales targets.
Key Responsibilities- Proactively build and maintain client relationships to identify and meet their insurance needs.
- Engage in dynamic sales outreach efforts to introduce and sell insurance solutions to potential clients.
- Set and meet key performance metrics to support the growth and success of the agency.
- Ensure seamless and accurate completion of all required forms and data input into our software system.
- Develop existing client relationships by offering a range of additional insurance options to meet their evolving needs.
- Collaborate with our dedicated Service team members to finalize sales transactions and ensure a seamless customer experience.
- Pursue ongoing educational opportunities to enhance product knowledge and sales expertise.
- Exceptional communication skills, capable of effectively conveying complex ideas with clarity and precision.
- Polished and confident presence, projecting an image of competence and credibility.
- Sharp professional attire, complementing the role as a trusted representative of our organization.
- Initiative and resilience, coupled with a strong self-starter mentality.
- Confidence, energy, and enthusiasm, infusing a positive atmosphere into every interaction.
- Tech savvy with Microsoft Suite, streamlining tasks and communications for maximum efficiency.
- Sales software proficiency, leveraging technology to enhance sales strategies and effectiveness.
- Exemplary personal qualities, including patience, respectfulness, reliability, trustworthiness, friendliness, supportiveness, articulateness, kindness, ethics, and unwavering honesty.
At Allco Fullerton Insurance Agency, we foster a tight-knit, purpose-driven team committed to creating meaningful, positive impacts on the lives of individuals, families, and small businesses. Our foundation rests on the bedrock of strong relationships—among our team members, with our valued clients, potential clients, our vibrant community, and the trusted insurance companies we partner with. As an independent agency, we firmly uphold a client-centric philosophy, prioritizing our clients' needs above all else, ensuring they receive tailored insurance solutions that truly meet their unique requirements.
