Insurance and Financial Services Representative
1 month ago
- 401(k) matching
- Bonus based on performance
- Training & development
Position Overview
This opportunity is designed to give on-the-job training while working with a full-time mentor in the agents office to build and cultivate customer relationships. You will be working to develop leads, solicit, consult and bind coverage to help customers manage their unique insurance and financial needs and while learning the logistics of managing a business and developing your skills and experience.
Responsibilities
- Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
- Establish customer relationships and follow up with customers, as needed.
- Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
- Salary plus commission/bonus
- Learning to market property/casualty, life, health and bank products
- Working closely with the agent to gain an understanding of the agents role and office logistics
- Learning how to network effectively
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