As an insurance agent, you will assist clients in selecting insurance policies that best meet their needs.
Your role will involve explaining various insurance options, including life, health, property, and casualty coverage. You will assess clients' requirements, recommend suitable policies, and assist with policy applications.
Additionally, you will handle policy renewals and support clients with claims. Building and maintaining strong client relationships is crucial, often involving networking and follow-up to ensure satisfaction and secure referrals
Salary Range: $41,000.00 - $61,000.00 per year
Annual Base Salary + Commission
Hands on Training
Career Growth Opportunities
Retirement Plan
Mon-Fri Schedule
Life Insurance
Driven & Goal-Oriented: A self-starter with a strong sense of urgency and a results-driven mindset.
Proactive Lead Generation: Comfortable pursuing leads via phone from multiple sources to drive sales.
Sales Expertise: Proven ability to meet and exceed sales goals while thriving in a competitive environment.
Tech-Savvy: Quick learner with the ability to adapt to new computer systems and technology efficiently.
Leadership & Influence: Strong ability to motivate, inspire, and guide others toward success.
Organizational Excellence: Highly organized, detail-oriented, and a fast learner with strong multitasking skills.
Effective Communication: Exceptional verbal and written communication skills in a professional setting.
Licensing Commitment: Willingness to obtain required insurance licenses (with training expenses covered).
Multilingual Advantage: Fluency in Spanish, Portuguese, Vietnamese, or Russian is highly valued.
Preferred Credentials: Possession of a Life & Health and/or Property & Casualty license is a plus but not required.
Client Acquisition: Identify and engage potential clients through various channels such as networking, cold calling, and referrals.
Product Knowledge: Maintain an in-depth understanding of the products or services offered to effectively communicate their benefits to clients.
Sales Presentations: Conduct sales presentations and product demonstrations to prospective clients.
Needs Assessment: Assess clients' needs and recommend suitable products or services that meet their requirements.
Sales Targets: Achieve or exceed assigned sales targets and quotas.
Relationship Management: Build and maintain strong, long-lasting customer relationships through regular follow-ups and exceptional service.
Negotiation: Negotiate terms and close sales agreements.
Customer Support: Provide post-sale support to ensure customer satisfaction and handle any issues or concerns.
Market Research: Stay informed about market trends, competitor activities, and industry developments.
Reporting: Prepare regular sales reports and forecasts for management review.
Compliance: Ensure all sales activities comply with relevant legal regulations and company policies.