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MetzWood Insurance
Insurance Sales Agent
Job Overview
We are seeking a highly motivated and results-oriented individual to join our team as an Insurance Salesperson. The ideal candidate is someone who possesses a strong drive to succeed, an unwavering positive attitude, and a passion for providing exceptional customer service. As an Insurance Salesperson, you will be responsible for promoting and selling insurance products to prospective clients, establishing and maintaining relationships, and achieving sales targets.
Benefits
Paid Time Off (PTO)
Flexible Schedule
Health Insurance
Life Insurance
Disability Insurance
Career Growth Opportunities
Retirement Plan
Requirements
- High school diploma or equivalent (Bachelor's degree in business, finance, or related field preferred).
- Proven track record of achieving and exceeding sales targets in a competitive environment.
- Excellent communication and interpersonal skills to build rapport, establish trust, and negotiate effectively with clients.
- Strong analytical and problem-solving abilities to understand clients' needs and recommend suitable insurance solutions.
- Ability to work independently with a high degree of self-motivation, as well as thrive in a collaborative team environment.
- Proficiency in using CRM software and other sales tools to manage leads, track progress, and generate reports.
- Prior experience in the insurance industry, particularly in sales or customer service, is a plus.
Responsibilities
- Sales Generation: Actively prospect and generate leads through various channels, including cold calling, networking, referrals, and online platforms, to identify potential clients and convert them into sales opportunities.
- Consultative Selling: Understand clients' insurance needs and provide expert guidance on suitable coverage options, policies, and packages tailored to their requirements, ensuring comprehensive risk protection.
- Relationship Building: Cultivate strong, long-term relationships with clients by delivering exceptional customer service, promptly addressing inquiries, resolving issues, and providing post-sales support to maintain customer satisfaction and loyalty.
- Product Knowledge: Stay updated on industry trends, insurance products, policy terms, coverage options, and regulatory requirements to effectively educate clients and recommend appropriate solutions.
- Sales Targets: Set ambitious sales goals and work proactively to achieve or exceed them, consistently monitoring performance metrics, such as sales revenue, conversion rates, and policy renewals.
- Market Research: Conduct market research and competitor analysis to identify potential target segments, develop effective sales strategies, and identify new business opportunities.
- Administrative Tasks: Accurately maintain client records, policy documentation, and sales reports, utilizing CRM systems and other tools to ensure proper documentation and efficient follow-up.
- Collaboration: Collaborate closely with cross-functional teams, including underwriters, claims processors, and customer support, to provide seamless customer experiences and expedite policy issuance and claims processes.
- Professional Development: Continuously enhance product knowledge, sales techniques, and industry expertise through training programs, workshops, and self-study to stay ahead in a competitive marketplace.
Remote Type:
No
Job Type:
Full-Time
Job Category:
Sales
Location:
Chatham,NY,12037,US
About Us
MetzWood Insurance is an established fourth-generation insurance company that has served our community for over a century. Our reputation has been earned through our team’s commitment to service and high standards for our clients.
Because our employees are essential to our success, we are committed to creating meaningful career opportunities by providing generous compensation, annual bonuses, and professional growth opportunities.
Our goal is to continue our 110+ years of success and growth in the insurance industry. We know that in order to achieve this, we need to continue expanding our award-winning team with individuals like you!