Customer-Focused Insurance Advisor

1 week ago


Dearborn, Michigan, United States T & Associates Full time

Job Description

The successful candidate for this Insurance Sales Agent role will possess a high school diploma and basic computer skills, including proficiency with Microsoft Office suite. A life insurance license is not required but must be willing to obtain; the company will cover the cost. This is an exciting opportunity for a motivated individual to develop their skills in client relationship management, sales tracking, and risk management strategies.

Responsibilities:

  • Client Needs Analysis: Engage with potential clients to assess their needs, life goals, and insurance requirements.
  • Presenting Insurance Options: Help clients understand their coverage options and benefits, enabling them to make informed decisions.
  • Application and Documentation: Assist clients with the application process by guiding them through completing necessary paperwork.
  • Client Relationship Management: Build and maintain long-term relationships with clients by providing ongoing support and regular check-ins.
  • Sales and Performance Tracking: Actively pursue and follow up on leads provided, aiming to close sales while maintaining high customer satisfaction.
  • Remain updated about insurance industry changes that may affect customers in your portfolio.
  • Conduct meetings with new and potential clients, carefully listening to their individual circumstances to present the best insurance policies.
  • Keep accurate logs of sales databases, client reports, bookkeeping records, and more to share progress toward goals with key stakeholders.
  • Tailor risk management strategies and client profiles to reflect each customer's individual needs.
  • Offer personal attention when pursuing new clients through various marketing strategies to grow your existing portfolio of policyholders.

Qualifications:

  • Life Insurance license not required but must be willing to obtain (company will cover the cost).
  • Driven and goal-oriented individual.
  • No insurance experience required but must be willing to learn.
  • Strong customer service, listening, presentation, and communication skills.
  • Laptop and/or iPad.
  • High-Speed Internet.
  • Quiet Work Space.
  • Experience using accounting or sales-related software is beneficial.
  • High school diploma necessary; college degree a bonus.
  • Open to embracing the insurance industry and becoming educated about its relevant state and federal regulations.

Estimated Salary: $45,000 - $60,000 per year, depending on location and experience.



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