The Insurance Understudy Sales Management Program sounds like an excellent career opportunity for someone with a strong sales background who wants to make a big impact in the insurance industry. Here’s a breakdown of what this program entails:

Key Features:

Training & Mentorship: You’ll be mentored by a seasoned agent who will guide you through all aspects of the insurance sales process, from prospecting and sales to building and managing your own book of business.

Earning Potential: This position offers a base salary, plus commissions, meaning your earning potential can grow as you hit sales targets.

Career Growth: With this program, you’ll not only develop crucial sales and customer relationship skills but also have the chance to build your own business within a competitive industry.

Salary Range:

Benefits

Hourly Base Salary Based on Experience

Paid Time Off (PTO)

Mon-Fri Schedule

Experience: At least one year of sales experience is preferred. The role also requires strong leadership and communication skills, with a focus on relationship-building.

Customer Service or Related Field: A background in customer service, sales, or a related field is ideal.

Ability to Multitask: You’ll need to juggle various tasks, from generating quotes to client interactions, so prioritizing and managing time effectively is key.

Positive Attitude: A professional and optimistic demeanor is important as you'll be dealing with clients regularly.

Licensing: You’ll need to be willing to obtain an insurance license, which is supported during the program.

Background Check: A background check is required as part of the hiring process.

Sales Growth: You’ll actively generate sales by reaching out to potential clients via phone, email, and text.

Insurance Quotes: Use customer data and available insurance rates to generate accurate quotes for potential clients.

Customized Recommendations: Assess client needs and present the best insurance policy options based on those needs.

Cross-Selling and Upselling: Identify opportunities to upsell and cross-sell additional financial products during customer interactions.

Business Objectives: Meet business production goals to ensure the agency achieves its financial targets.

Client Support: Respond to client inquiries, troubleshoot concerns, and keep customer records up to date.

Continuous Learning: Stay informed about evolving insurance products and services to provide accurate, up-to-date information to clients.