Financial Insurance Sales Professional

3 weeks ago


Cameron, North Carolina, United States Alchemy Financial Group Full time

About the Role

We're seeking a driven and results-oriented professional to join Alchemy Financial Group as a Financial Insurance Sales Professional. As a key member of our team, you'll be responsible for selling insurance policies to clients, handling claims, and maintaining policy renewals.

Our ideal candidate will possess excellent customer service skills and be able to work with a variety of clients. If you think you'd excel in this role, we'd love to hear from you.

Responsibilities
  • Identify opportunities to sell life, health, or car insurance to clients, working with them to find the best policy fit their needs.
  • Presentation of policies to clients, ensuring they understand insurance costs and benefits.
  • Collaboration with marketing team members to expand client outreach.
  • Working closely with insurance adjusters.
  • Maintenance of all client records.
  • Providing ongoing support through policy renewals and efforts to retain clients.
  • Tracking insurance claims to ensure satisfaction of all parties.
  • Distribution of policy funds after claims have been settled.
  • Answering client and potential client insurance-related queries as needed.

Requirements

  • Minimum 2+ years of experience as an Insurance Agent.
  • Bachelor's degree in Business, Economics, or related field preferred.
  • Apt insurance licensing where required by law.
  • Superb communication and negotiation skills.
  • In-depth knowledge of different types of insurance, including life, health, and car insurance.
  • Strong organizational and time-management skills.
  • Proficient software skills, including Microsoft Office Suite.


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