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Insurance Sales Professional
2 months ago
We are seeking a highly motivated and results-driven Office Sales Insurance Agent to join our dynamic team at The Slate Group. As a key member of our team, you will play a pivotal role in acquiring new clients and building lasting relationships from our office location.
Responsibilities:- Prospecting and Lead Generation: Conduct research to identify potential clients and generate leads through various channels, including cold-calling, referrals, virtual networking events, and online platforms.
- Client Consultation: Schedule virtual appointments with prospects and conduct in-depth consultations to understand their insurance requirements, risk profiles, and financial objectives.
- Insurance Solutions: Present and explain suitable insurance products and coverage options to clients via phone or video conferencing, considering their unique circumstances and budgetary constraints.
- Customized Proposals: Prepare and deliver personalized insurance proposals tailored to each client's needs, ensuring they understand the coverage and benefits offered.
- Relationship Building: Foster long-term relationships with clients by providing ongoing support, addressing concerns, and offering additional products or policy adjustments as needed.
- Market Knowledge: Stay updated on industry trends, changes in regulations, and competitor offerings to position our agency as a trusted and informed resource.
- Goal Achievement: Meet and exceed sales targets, contributing to the growth and success of the agency.
- Team Collaboration: Coordinate with the internal team, including underwriters and customer service representatives, to streamline processes and ensure smooth client interactions.
- Record Keeping: Maintain accurate records of client interactions, sales activities, and relevant information using our CRM system.
- Continuous Learning: Participate in training sessions, workshops, and seminars to enhance product knowledge, sales techniques, and professional development.
- Previous Sales Experience: Proven track record in inside or office-based sales, preferably in the insurance industry or a related field.
- Insurance Expertise: Current FFM Certification and familiarity with various insurance products, policies, and coverage options.
- Excellent Communication: Strong interpersonal skills with the ability to articulate complex information clearly and persuasively.
- Customer-Centric: A passion for helping others and providing exceptional customer service.
- Self-Motivated: Demonstrated ability to work independently, set priorities, and manage time efficiently.
- Goal-Oriented: Results-driven attitude with a determination to meet and exceed sales targets.
- Technical Proficiency: Comfortable using CRM systems, virtual communication tools, and office software to manage client interactions and sales processes.
- Competitive base salary plus commission compensation structure with uncapped earning potential.
- Comprehensive training and ongoing support to help you succeed in your role.
- Opportunities for career advancement and personal growth within the organization.
- Attractive benefits package, including health insurance and retirement plans.
