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Sales and Customer Support Specialist
2 months ago
We are in search of a motivated and enthusiastic individual who possesses a natural talent for sales and a commitment to enhancing the lives of our clients. As a member of our team at Lance Juett Insurance Agency Inc, you will engage in the marketing and servicing of our insurance offerings to both existing clients and prospective customers. This full-time role will enable you to assist individuals, families, and small enterprises in securing their futures.
We are looking for dynamic and driven candidates who thrive in a competitive environment to join our energetic sales team. As a sales professional, you will collaborate with a group that shares your ambition for excellence. Our structured and proven sales methodology will support your career development. We encourage you to explore this opportunity to become our next sales representative.
Benefits
Competitive Base Salary + Commission + Bonus Potential
Paid Time Off (PTO)
Comprehensive Training
Standard Monday to Friday Schedule
Opportunities for Career Advancement
Evenings Off
Health Coverage
Dental Coverage
Vision Coverage
Life Insurance
Disability Coverage
Parental Leave
Key Responsibilities
- Seek new business opportunities through phone outreach, networking, and various lead generation methods.
- Create insurance quotes, deliver sales presentations, and finalize sales.
- Establish and maintain networking relationships with real estate professionals, mortgage lenders, title companies, auto dealerships, and more.
- Collect necessary onboarding documentation from clients.
- Identify new financial service opportunities.
- Document all customer interactions in our management system.
- Request referrals from each customer and explain our referral incentives.
- Approach each customer interaction as a chance for cross-selling and upselling additional financial products.
- Generate new business through leads and referrals.
- Provide insurance quotes to potential clients.
- Excel in building and maintaining relationships.
- Follow up with clients to ensure satisfaction and address any inquiries.
- Conduct follow-up calls regarding claims.
- Engage in cold calling, direct emailing, and other lead generation activities.
- Maintain ongoing communication with customers to ensure satisfaction, address questions, solicit further sales, and resolve issues.
- Increase sales revenue through effective use of phone, email, and client lists.
Qualifications
Applicants must successfully complete a thorough background check and obtain the necessary Property and Casualty and Life and Health licenses within a specified timeframe from the start date.