Insurance Sales Agent

The VEC Finance Team

Insurance Sales Agent

Remote,
Full Time
Paid
  • Responsibilities

    We are eager to take our business to the next level by hiring an experienced insurance agent with a proven track record of maintaining and growing customer portfolios. You’ll hone your sales skills by forging strong relationships that serve as the foundation for our firm’s prestige, and we’ll give you the support you need to reach your earning potential. Embracing a personal approach to insurance sales gives candidates a leg up in this role, which includes developing strategies for promoting all types of new insurance contracts; making changes or additions to existing ones; and collecting key client information for risk profiles used to identify insurance plans for each unique individual. If you’re up for the challenge, apply now! Responsibilities: • Update bookkeeping systems, customer records, and sales databases to report your monthly and/or quarterly progress to goals to stakeholders • Maintain and grow existing portfolios by developing and implementing effective and attentive sales strategies that cultivate long-term customer loyalty • 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 • 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 to customers’ satisfaction • Client Engagement: Build and maintain strong relationships by providing personalized life insurance solutions. • **Sales & Prospecting: **Generate leads, seek new clients, and maintain a consistent pipeline to meet or exceed sales targets. • Product Expertise: Stay updated on life insurance products and features to provide the best advice to clients. • Client Education: Help clients make informed decisions about life insurance and financial planning. • Leadership: Mentor new agents and guide them through training for long-term success (for those interested in management roles). • Compliance & Documentation: Ensure all sales are compliant with state regulations and maintain accurate records. Additional Opportunities for Career Growth:Leadership & Management: Lead and manage a team of agents, with opportunities to grow into office management roles. • Equity & Ownership: For top performers, opportunities exist for equity in the company and building your own agency within the company structure. Qualifications: • Excellent communication, customer service, analytical, and interpersonal skills are necessary • Working knowledge of the insurance industry, insurance products risk management profiles, and related state and federal regulations • Basic computer skills with proficiency with Microsoft Office suite is necessary • High school diploma mandatory; four-year undergraduate degree strongly preferred • Insurance license required • Valid state insurance license is required • Proven track record of success in insurance sales. • Excellent communication and relationship-building skills. • Strong organizational and time management abilities. • Leadership skills with a desire for team growth and mentorship. Compensation: $70,000+ at plan commission

    • Client Engagement: Build and maintain strong relationships by providing personalized life insurance solutions. • Sales & Prospecting: Generate leads, seek new clients, and maintain a consistent pipeline to meet or exceed sales targets. • Product Expertise: Stay updated on life insurance products and features to provide the best advice to clients. • Client Education: Help clients make informed decisions about life insurance and financial planning. • Leadership: Mentor new agents and guide them through training for long-term success (for those interested in management roles). • Compliance & Documentation: Ensure all sales are compliant with state regulations and maintain accurate records.Additional Opportunities for Career Growth: • Leadership & Management: Lead and manage a team of agents, with opportunities to grow into office management roles. • Equity & Ownership: For top performers, opportunities exist for equity in the company and building your own agency within the company structure.

  • Compensation
    $70,000 per year