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Insurance Sales Consultant

2 months ago


Auburn, Washington, United States Megan Allbee-Farmers Insurance Agency Full time
Job Overview

As an Insurance Sales Consultant, you will play a pivotal role in guiding clients through the selection of insurance policies tailored to their individual needs.

Your responsibilities will include elucidating various insurance products, such as life, health, property, and casualty coverage. You will evaluate clients' needs, propose appropriate policies, and assist them with the application process.

Moreover, you will manage policy renewals and provide support to clients during the claims process. Establishing and nurturing strong client relationships is essential, often requiring networking and follow-up to ensure satisfaction and encourage referrals.


Benefits

Competitive Base Salary + Commission Structure

Comprehensive Training Program

Opportunities for Career Advancement

Retirement Savings Plan

Life Insurance Coverage

Standard Monday to Friday Work Schedule


Key Responsibilities

Client Engagement: Identify and connect with potential clients through various methods, including networking, cold outreach, and referrals.

Product Expertise: Maintain a thorough understanding of the insurance products offered to effectively communicate their advantages to clients.

Sales Demonstrations: Conduct informative sales presentations and product demonstrations for prospective clients.

Needs Analysis: Evaluate clients' requirements and recommend suitable products or services that align with their needs.

Sales Objectives: Meet or surpass assigned sales goals and quotas.

Client Relationship Management: Build and sustain strong, long-term relationships with customers through regular follow-ups and exceptional service.

Negotiation Skills: Negotiate terms and finalize sales agreements.

Post-Sale Support: Provide ongoing support to ensure customer satisfaction and address any issues or concerns.

Market Awareness: Stay updated on market trends, competitor activities, and industry changes.

Reporting Duties: Prepare regular sales reports and forecasts for management review.

Regulatory Compliance: Ensure all sales activities adhere to relevant legal regulations and company policies.


Qualifications

Results-Driven: Self-motivated with a strong sense of urgency.

Lead Generation: Comfortable pursuing leads via phone from various sources.

Sales Proficiency: Demonstrated ability to achieve sales targets and excel in competitive environments.

Technical Aptitude: Quick to learn and adapt to new computer systems.

Leadership Qualities: Ability to motivate and inspire others.

Organizational Skills: Strong organizational abilities and a fast learner.

Communication Skills: Excellent professional communication skills, both verbal and written.

Licensing Commitment: Willingness to obtain necessary insurance licenses (training costs covered).

Language Skills: Proficiency in Spanish, Portuguese, Vietnamese, and Russian is highly regarded.

Preferred Licenses: Life & Health and/or Property and Casualty licenses are preferred but not mandatory.