Licensed Insurance Sales Agent

Overview

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!

• Work with policyholders to develop and deliver risk management strategies that fit their individual profiles
• Continue your education on evolving insurance industry protocols to adequately fulfill all policy requirements and monitor insurance claims to customers’ satisfaction
• Implement sales strategies and tactics proven effective in maintaining and growing existing customer portfolios comprised of loyal, long-term clients
• Listen attentively to new and potential clients, evaluate their needs and their financial statuses, and propose ideal plan options for their unique circumstances and insurance needs
• Keep bookkeeping systems, sales databases, customer records, and related organizational tools current to accurately report progress to monthly and quarterly sales quotas to stakeholders
• Create tailored risk management strategies directly with clients that align with their risk profiles
• Continue your education on evolving insurance industry protocols to adequately fulfill all policy requirements and monitor insurance claims for customer satisfaction

• High school diploma mandatory; four-year undergraduate degree strongly preferred
• Some experience with accounting or sales lead software is beneficial
• Superb analytical, interpersonal communication, and customer service skills are needed to succeed in this role
• Candidates should have basic computer skills and be able to use Microsoft Office programs
• Insurance license required
• Demonstrated comprehension of the insurance industry, insurance products, risk management profiles, and associated state and federal regulations
• Fluency in Spanish, Vietnamese, and/or Chinese is preferred but not required

$120,000 per year