Insurance Services Advisor
1 week ago
We are seeking a highly motivated and experienced Insurance Services Advisor to join our team at David Franck Insurance Agency Inc. As an Insurance Services Advisor, you will be responsible for advising clients on suitable insurance products that meet their individual needs.
Key Responsibilities:
- Client Consultation and Assessment: Meet with clients to understand their insurance needs and financial objectives.
- Sales and Business Development: Generate new business by identifying potential clients through networking, referrals, and marketing activities.
- Client Relationship Management: Build and maintain strong, long-term relationships with clients.
Requirements:
- College degree preferred, but not required.
- Sales & customer service & management experience.
- Excellent communication skills.
- Self-motivated and goal-oriented mindset.
- Ability to manage a marketing pipeline and sales funnel.
- Strong organizational and time management skills.
What We Offer:
- Brand recognition with a Fortune 500 insurance industry leader.
- Personal Lines products, Commercial Business Products, Financial Services.
- Extensive training, mentoring and sales support from our District Office and award-winning University of Farmers.
- Highly competitive commission, renewal and bonus structure.
- Build equity for retirement/ Contract Value.
- Create a family legacy and pass your agency on to a relative or child.
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