Insurance Sales Professional

3 weeks ago

St Petersburg FL USA, United States Wallace Welch & Willingham Full time
Job Summary

We are seeking a highly motivated and results-driven Insurance Sales Professional to join our Business Development Team at Wallace Welch & Willingham. As a key member of our team, you will be responsible for identifying and researching potential clients, developing and implementing sales strategies, and meeting new business goals.

Key Responsibilities
  • Work collaboratively with our team to achieve sales targets and grow our client base.
  • Identify and pursue new business opportunities through various channels, including networking and lead generation.
  • Develop and implement sales strategies to engage prospective clients and drive business growth.
  • Meet activity goals, such as making outbound calls and scheduling new business appointments.
  • Use a results-oriented mindset to meet new business goals and consistently develop and refine your insurance and sales skills.
  • Assist with and learn quoting and account rounding, as well as conducting needs assessments to understand the specific insurance requirements of potential clients.
  • Participate in team sales efforts with other producers and create and maintain client accounts through our client/account management system.
  • Educate clients on available insurance products and services, emphasizing our values and implementing policy change requests and endorsements.
  • Maintenance and establish client setup on risk management software and perform other sales-related client service administrative tasks with increasing complexity.
  • Develop and maintain internal relationships consistent with our corporate culture and attend and participate in various online and in-person seminars to increase knowledge of technical and soft skills.
Requirements
  • Florida 4-40 or 2-20 License within 6 months of hire.
  • Bachelor's degree preferred, but not required.
  • Strong desire to learn and grow as an insurance professional.
  • Minimum of 6 months of prior employment.
  • Ability to maintain strict confidentiality.
  • Proficient with Microsoft Word, and Outlook.
  • Intermediate knowledge of Excel required.
  • Clean driver's license and reliable transportation.
Why Join Our Team?
  • Competitive compensation plan.
  • Great benefits, including medical, HSA, FSA, EAP, dental, vision, life & disability.
  • Paid Time Off.
  • Paid Holidays.
  • 401(k) with employer match.
  • Training and Development.
  • Paid Continuing Education.
  • A culture that emphasizes respect for every individual.

Proud to be a EOE/DFWP/SFWP.

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