Insurance Sales Consultant

1 week ago

Fort Worth, Texas, United States The Hart Agencies Full time
Insurance Sales Consultant Job Description

An Insurance Sales Consultant plays a vital role in discovering sales prospects for various insurance solutions while managing a diverse client portfolio. This position involves crafting marketing initiatives to draw in new clientele, nurturing client relationships, and delivering comprehensive insights regarding available insurance offerings. Exceptional customer service skills and a deep knowledge of insurance policies are essential for success in this role.

Main Responsibilities:

  • Sales and Marketing:
    • Identify and engage potential clients through networking and referrals.
    • Develop marketing initiatives to showcase insurance offerings.
    • Present and sell insurance solutions effectively.
  • Client Relationship Management:
    • Build and sustain relationships with clients.
    • Review and modify client insurance plans as necessary.
    • Address client inquiries with professionalism.
  • Policy and Claims Assistance:
    • Guide clients through the insurance application process.
    • Clarify policy details to clients.
    • Assist clients in navigating the claims process.
  • Administrative Responsibilities:
    • Maintain precise client records.
    • Compile reports on sales activities.
    • Stay updated on industry developments.

Requirements:

  • Education:
    • A high school diploma is required; a bachelor's degree is preferred.
    • Relevant insurance licenses are necessary.
  • Experience:
    • Prior experience in the insurance sector is advantageous.
  • Skills:
    • Excellent communication and sales abilities.
    • Capability to adapt to various environments.
    • Willingness to receive feedback and engage in continuous learning.

Work Environment:

  • Primarily office-based with opportunities for client meetings.
  • Flexible working hours may be necessary.
  • Hybrid work model - three days in the office.

Compensation:

  • Compensation is commission-based with a base salary discussed during the interview process.

Professional Development:

  • Continuous training and support for obtaining certifications.

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