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Insurance Sales Consultant
2 months ago
Are you an ambitious and driven individual with a passion for insurance sales? At Farmers Insurance / JAB Agency, we are seeking a dedicated Insurance Sales Representative to enhance our team. This role is ideal for someone who is enthusiastic about providing exceptional service and building lasting relationships with clients.
Key Responsibilities
- Client Engagement: Interact with clients to assess their insurance needs and deliver tailored recommendations.
- Incoming Inquiries: Manage incoming calls effectively, addressing client questions and offering solutions.
- Policy Development: Create and customize insurance plans that meet the unique requirements of each client.
- Cross-Selling Opportunities: Identify and promote additional insurance products to enhance client portfolios.
- Relationship Management: Foster long-term relationships with clients to ensure their satisfaction and loyalty.
- Industry Knowledge: Stay updated on industry trends to provide informed guidance to clients.
- Sales Activities: Generate insurance quotes, conduct sales presentations, and finalize sales.
- Networking: Build and maintain relationships with real estate agents, mortgage lenders, and other referral sources.
- Policy Management: Process requests for policy changes from customers.
- Sales Growth: Treat every customer interaction as an opportunity for cross-selling and upselling.
- Prospecting: Actively seek new business through provided leads and referrals.
- Performance Metrics: Meet phone time and sales quotas as established by management.
- Team Collaboration: Work independently while also contributing positively to team dynamics.
Qualifications
- Licensing: Must possess an active General Lines P&C insurance license and Life & Health in Texas or the ability to obtain one.
- Experience: Previous experience in insurance sales or a related field is beneficial.
- Communication Skills: Strong verbal and written communication skills are essential.
- Customer Orientation: A commitment to exceeding client expectations is crucial.
- Adaptability: Ability to excel in a hybrid remote work environment while maintaining productivity.
- Team Player: Collaborate effectively with colleagues.
- Technical Proficiency: Familiarity with CRM software and communication tools is preferred.
- Problem-Solving Skills: Ability to address challenges effectively.
- Goal-Oriented: A driven individual focused on achieving results.
- Stress Management: Capability to handle challenging situations with tact.
