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Insurance and Financial Products Consultant
3 weeks ago
This role involves using a customer-focused, needs-based review process to educate customers about insurance options. The team member will work with the agent to establish and meet marketing goals, develop leads, schedule appointments, identify customer needs, and market appropriate products and services. As an Agent Team Member, you will receive a competitive salary plus commission/bonus, paid time off, valuable experience, and growth potential/opportunity for advancement within the agency.
Requirements
The ideal candidate should have sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) and a successful track record of meeting sales goals/quotas. They should be enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams. Self-motivation, attention to detail, and the ability to make presentations to potential customers are essential skills for this role. Additionally, the candidate must be able to obtain a Property and Casualty license and a Life and Health license.