Financial Services Advisor
24 hours ago
About the Insurance Sales Position at Alchemy Financial Group
We are seeking a driven and results-oriented individual to fill the role of Policy Sales Professional. As a Policy Sales Professional, you will be responsible for selling insurance policies to clients, managing claims, and overseeing policy renewals.
The successful candidate will possess excellent customer service skills, be able to work effectively with clients, and demonstrate strong sales acumen. If you are interested in this opportunity, please submit your application.
Main Responsibilities of the Policy Sales Professional:
- Selling insurance policies to clients and identifying opportunities for growth.
- Working with clients to understand their insurance needs and recommending suitable policies.
- Collaborating with insurance adjusters to resolve claims efficiently and effectively.
- Managing client records and maintaining accurate data to inform future sales efforts.
- Providing ongoing service to clients by processing insurance renewals and retaining business.
- Tracking insurance claims and ensuring customer satisfaction.
- Distributing policy funds after claims have been settled.
- Responding to client inquiries regarding insurance-related matters.
Essential Qualifications for the Policy Sales Professional Role:
- Hold relevant insurance licenses as required by law.
- Excel in customer service and possess strong communication and negotiation skills.
- Demonstrate proficiency in software applications, including Microsoft Office Suite.
- Hold in-depth knowledge of various insurance types, including life, health, and auto insurance.
- Display strong organizational and time-management abilities.
Estimated Salary Range: $65,000 - $85,000 per year
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