Insurance Sales Professional
4 weeks ago
At Cesar A Loaiza, we are seeking a skilled Insurance Sales Professional to join our team. As an Insurance Trusted Advisor, you will take ownership of customer interactions, educating and counseling policyholders on making the right insurance decisions. You will gain valuable experience in the world of insurance sales and general customer service.
Key Responsibilities:
- Contact potential clients and create rapport through networking, cold calling, and referrals
- Retain continuous awareness of transactions, sales, and terms, and keep relative records
- Identify and qualify sales leads generated from various sources, including networking, referrals, marketing, and lead databases
- Set appointments and meet with prospective customers and business owners
- Exceed current and prospective client expectations
Requirements:
- Property & Casualty license within 30 days
- Excellent communication and presentation skills
- Experience in delivering client-focused solutions and creating long-lasting relationships
- Willingness to learn and be coachable
- Proficient in Microsoft Word, Excel, and various Windows applications
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