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Skills Needed: Duties and Responsibilities

Approach potential clients by phone, email, or in person

Develop base for long-term sources of clients by using referrals or groups .

Determine the specific needs of particular clients by researching current coverage and available options

Answer questions related to coverage and annual charges

Develop leads and schedule appointments

Utilize a customer-focused, needs-based review of client insurance options to educate clients

Obtain underwriting approval by completing application for coverage

Update job knowledge by participating in educational opportunities (reading professional publications, maintaining personal networks, participating in professional organizations, etc.)

Requirements and Qualifications

High school diploma or equivalent

Property Casualty License or the ability to obtain in a few months of hiring

Prior sales experience

Bilingual in Spanish preferred

Experience with standard business applications including MS Office

Demonstrated entrepreneurial approach to growing business relationships

Critical thinking, proactive attitude, and strong communication skills.

Organized, self-motivated, and proactive in problem-solving

Able to work 45 hours a week

To work on Saturday and Sunda