We are seeking a motivated insurance agent with an entrepreneurial spirit to identify and convert sales leads for insurance policies while overseeing a robust portfolio of clients. The successful candidate will have served in a related insurance industry role in which he or she cultivated a pool of prospective clients through referrals, networking, cold calls, marketing initiatives, and other proactive sales strategies. If you are an enthusiastic, intuitive, and organized professional who thrives in a multifaceted role, this job is for you! We’ll provide you with the training, mentoring, and support you need to take your earning potential into your own hands. If this sounds like you, apply today! Responsibilities: • Create tailored risk management strategies directly with clients that align with their risk profiles • 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 • Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements, and monitor insurance claims to ensure mutual satisfaction • Implement sales strategies and tactics proven effective in maintaining and growing existing customer portfolios comprised of loyal, long-term clients • Ensure bookkeeping systems, sales databases, and customer records are maintained to report progress toward monthly initiatives to stakeholders Qualifications: • Some experience with accounting or sales lead software is beneficial • Proven understanding of the insurance industry including insurance products, risk management and any state and federal regulations • Candidates should have basic computer skills and be able to use Microsoft Office programs • Excellent communication, customer service, analytical, and interpersonal skills are necessary • High school diploma mandatory; four-year undergraduate degree strongly preferred Compensation: $250,000
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