We are seeking a motivated and dynamic Insurance Sales Representative to join our team. In this role, you will be responsible for selling a comprehensive range of insurance products, including property and casualty (P&C) insurance as well as life and health (L&H) insurance solutions. You will play a crucial role in helping clients identify their insurance needs, providing them with tailored coverage options, and ensuring they have the protection they require. Our ideal candidate is passionate about helping others, driven to succeed, and possesses excellent communication skills. Compensation is reflective of a base salary plus commission. Responsibilities: • Client Relationship Management: Develop and maintain strong relationships with clients to understand their unique insurance needs and preferences. Conduct regular check-ins and follow-ups to ensure ongoing satisfaction and retention. • Product Education: Educate clients on various insurance products, including property, casualty, life, and health insurance. Explain complex insurance terms and concepts in a clear and understandable manner to help clients make informed decisions. • Customized Solutions: Provide personalized quotes and customize insurance plans based on client requirements. Analyze individual circumstances to recommend appropriate coverage options that fit their lifestyle and financial situation. • Sales Achievement: Achieve and exceed sales targets through proactive outreach, networking, and follow-up with leads. Utilize various sales techniques, including referrals, cold calling, and client presentations, to generate new business opportunities. • Policy Reviews: Conduct regular policy reviews with clients to assess their current coverage and recommend adjustments as necessary to ensure adequate protection against potential risks. • Industry Knowledge: Stay up-to-date with industry trends, regulations, and product knowledge to provide clients with the most relevant and timely information. Participate in ongoing training and professional development opportunities to enhance skills and expertise. • Collaboration: Collaborate with team members to enhance customer service and satisfaction, sharing best practices and insights to improve overall performance and client experiences. Qualifications: • High school diploma or equivalent; a bachelor’s degree in business, finance, or a related field is preferred. • Current state insurance license for Property & Casualty and Life & Health (or willingness to obtain). • Previous sales experience, preferably in the insurance industry, with a demonstrated track record of meeting or exceeding sales goals. • Strong communication, interpersonal, and negotiation skills, with the ability to build rapport and trust with clients. • Self-motivated with a results-driven approach, capable of working independently as well as part of a team. • Proficient in using CRM software, MS Office Suite, and other technology tools to manage client interactions and sales activities. Compensation: $60,000 Base + Commission
• Client Relationship Management: Develop and maintain strong relationships with clients to understand their unique insurance needs and preferences. Conduct regular check-ins and follow-ups to ensure ongoing satisfaction and retention. • Product Education: Educate clients on various insurance products, including property, casualty, life, and health insurance. Explain complex insurance terms and concepts in a clear and understandable manner to help clients make informed decisions. • Customized Solutions: Provide personalized quotes and customize insurance plans based on client requirements. Analyze individual circumstances to recommend appropriate coverage options that fit their lifestyle and financial situation. • Sales Achievement: Achieve and exceed sales targets through proactive outreach, networking, and follow-up with leads. Utilize various sales techniques, including referrals, cold calling, and client presentations, to generate new business opportunities. • Policy Reviews: Conduct regular policy reviews with clients to assess their current coverage and recommend adjustments as necessary to ensure adequate protection against potential risks. • Industry Knowledge: Stay up-to-date with industry trends, regulations, and product knowledge to provide clients with the most relevant and timely information. Participate in ongoing training and professional development opportunities to enhance skills and expertise. • Collaboration: Collaborate with team members to enhance customer service and satisfaction, sharing best practices and insights to improve overall performance and client experiences.