Financial Services Sales Professional

We want to add a motivated and personable new employee to our insurance agent team who is seeking a new learning opportunity with lots of room for growth. The ideal candidate for our entry-level insurance agent position has the solid communications skills it takes to drive insurance sales among potential clients and new clients. Bring a friendly attitude and a passion for customer service, and we’ll invest our resources into training you to be a successful insurance sales representative!Compensation:

$65,000 - $95,000 at plan yearly

Responsibilities:

• Spend time listening to existing, new, and prospective clients to evaluate their needs and stage-of-life priorities before presenting insurance plan options for their specific circumstances
• Tailor risk management strategies and client profiles to reflect each customer’s individual needs
• Remain updated about insurance industry changes that may affect customers in your portfolio
• Keep an accurate log of sales databases, client reports, bookkeeping records, and more to share progress toward goals with key stakeholders
• Implement marketing strategies including, but not limited, to cold calling and networking to connect with potential clients while simultaneously maintaining a portfolio of current clients

Qualifications:

• Basic understanding of sales lead or accounting software is helpful
• Willingness to learn about the insurance industry, insurance programs, and state and federal regulations that may impact policyholders
• Fundamental computer skills such as experience with Microsoft Office
• Valid insurance license required or candidates must be willing to get licensed
• Must be a superb communicator able to carefully analyze complex ideas like insurance programs; experience working in customer service is beneficial

About Company