Insurance Sales Representative

2 days ago

Morris Plains, New Jersey, United States Weichert, Realtors Full time
Insurance Advisor-Direct to Consumer

Weichert Insurance Agency is currently seeking a highly motivated and experienced Insurance Advisor-Direct to Consumer to join our team in Morris Plains, NJ.

Job Summary

The Insurance Advisor-DTC is responsible for the sale of insurance products offered by the Weichert Insurance Agency. This role involves developing an active pipeline of leads via prospecting, networking, and business development in local markets and across the country.

Key Responsibilities
  • Achieve assigned sales objectives, including total policies, agency commission, and type of policy.
  • Work a pipeline of self-sourced leads, focusing on assigned activity metrics such as quote rate and sales rate.
  • Develop an efficient cross-selling/account rounding strategy to sell multiple insurance products to new and existing clients.
  • Participate in community-based marketing events and networking organizations to establish an agency presence and generate new sales opportunities.
  • Work with the Special Projects Team to move business from prior carriers, while being mindful of limitations due to prior employer non-solicit and non-compete agreements.
  • Refer non-core products to qualified team members and provide partnering assistance to facilitate sales.
  • Follow a front-line underwriting process to place new insurance business with the proper insurance carriers, matching client needs with the appropriate insurance product at the best available cost.
  • Work with WIA's Account Managers and Account Associates to deliver optimal customer service and assist in maximizing agency renewal income.
Requirements
  • High school diploma or GED.
  • Associate's or Bachelor's degree preferred.
  • Property and Casualty license required.
  • Life and health license preferred.
  • Valid driver's license required.
  • Five (5) or more years of related sales experience required.
  • Previous experience in the insurance or related industry strongly preferred.
  • Ability to understand insurance policy wording and contracts.
  • Strong relationship building skills.
  • Proficiency in Microsoft Office suite of products.
  • Strong oral and written communications skills.
  • Ability to multitask in a fast-paced environment.
  • Strong customer service skills.
  • Strong attention to detail.
  • Basic math skills, including addition, subtraction, multiplication, division, percentages, and fractions.
  • Knowledge and ability to use typical office equipment.

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