Job Description

Are you a people person with keen listening skills, strong attention to detail, and a knack for navigating the finer details in business or financial plans? If so, we’re looking for you! We are seeking a definitive decision-maker who is eager to connect new, existing, and prospective clients with the insurance program that best meets their individual needs. Job seekers should be eager yet intuitive communicators with a demonstrated knowledge of different types of insurance policies and excellent organization skills. If you are looking for a flexible full-time position that offers growth opportunities, significant earning potential, and plenty of variety, start your application today! Responsibilities:

• Spend time listening to new and potential clients, assess their priorities and finances, and determine suitable insurance plan options that successfully meet their individual insurance needs
• Implement sales strategies and tactics proven effective in maintaining and growing existing customer portfolios comprised of loyal, long-term clients
• Remain updated on insurance industry changes and protocols to fulfill all policy requirements and monitor insurance claims from start to finish
• Update bookkeeping systems, customer records, and sales databases to report your monthly and/or quarterly progress to goals to stakeholders
• Develop and deliver risk management strategies for each customer based on their risk profile

Qualifications:

• Working knowledge of the insurance industry, insurance products risk management profiles, and related state and federal regulations
• Candidates should have basic computer skills and be able to use Microsoft Office programs
• Candidates must have an insurance license
• High school diploma mandatory; four-year undergraduate degree strongly preferred
• Proficiency with accounting or sales-related software is helpful

About Company: Financial Services with a focus on Final Expense SalesHigh Performer CultureIn-Person TrainingDaily Available Training CallsDaily Available Zoom CallsProven Sales Systems

Job Tags

Full time, Start working today, Work at office, Flexible hours,

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