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Insurance Sales Consultant
2 months ago
We are looking for a dedicated and client-oriented Insurance Sales Consultant to enhance our team at Hazen Insurance Agency LLC. In this position, you will focus on uncovering sales prospects, educating potential clients about diverse insurance products, and delivering outstanding customer service. Your primary objective will be to assist clients in making well-informed choices regarding their insurance requirements while achieving your sales goals.
Key Responsibilities:
Client Acquisition:
Identify and engage potential clients through networking, referrals, and proactive outreach. Schedule meetings with clients to assess their insurance needs and suggest suitable coverage options.
Customer Relationship Management:
Foster and sustain robust client relationships through consistent communication and support. Address customer inquiries, resolve concerns, and manage policy modifications.
Insurance Policy Education:
Clearly articulate various insurance policies and coverage alternatives to clients, aiding them in understanding the advantages and costs linked to each choice.
Needs Analysis:
Perform comprehensive assessments to identify clients' insurance necessities and financial aspirations. Customize insurance solutions to align with individual client profiles.
Sales Performance:
Meet and surpass sales objectives through a blend of prospecting, networking, and cross-selling insurance offerings.
Industry Awareness:
Remain updated on market trends, product offerings, and competitive landscape. Continuously enhance knowledge of company services, products, and sales methodologies.
Regulatory Compliance:
Ensure that all sales practices adhere to company policies, industry standards, and ethical guidelines.
Record Keeping & Reporting:
Maintain precise documentation of client interactions, sales activities, and policies issued. Generate regular sales reports for management review.
Qualifications:
Experience:
Demonstrated experience in insurance sales or a related domain is highly preferred. Background in customer service or sales is advantageous.
Licensing:
Must possess a valid insurance license or be prepared to obtain one prior to commencing the role.
Skills:
Excellent communication and interpersonal skills.
Strong sales and negotiation capabilities.
Ability to cultivate and sustain client relationships.
Strong organizational skills and meticulous attention to detail.
Proficiency in CRM software and other sales tools.
Ability to work autonomously and collaboratively within a team.
Personal Attributes:
Goal-driven, self-motivated, and passionate about assisting clients in safeguarding their assets and achieving their financial objectives.
Compensation & Benefits:
Salary:
Competitive base salary complemented by commission and bonuses based on sales achievements.
Benefits:
IRA matching contributions.
Career Advancement:
Opportunities for professional growth, training, and career progression within the organization.
