Insurance Agent

Overview

We want to add a motivated and personable new employee to our insurance agent team who is seeking a new learning opportunity with lots of room for growth. The ideal candidate for our entry‑level insurance agent position has the solid communications skills it takes to drive insurance sales among potential clients and new clients. Bring a friendly attitude and a passion for customer service, and we’ll invest our resources into training you to be a successful insurance sales representative!

• Commit to remaining educated about the various types of insurance, insurance‑related protocols, and policy changes to ensure fulfillment of program requirements and ensure our customers are satisfied
• Keep an accurate log of sales databases, client reports, bookkeeping records, and more to share progress toward goals with key stakeholders
• Spend time listening to existing, new, and prospective clients to evaluate their needs and stage‑of‑life priorities before presenting insurance plan options for their specific circumstances
• Tailor risk management strategies and client profiles to reflect each customer’s individual needs
• Implement marketing strategies including, but not limited, to cold calling and networking to connect with potential clients while simultaneously maintaining a portfolio of current clients
• Carefully listen to their individual circumstances in order to present the best insurance policies to meet their needs
• Update reports, records, bookkeeping systems, and other organizational tools to accurately report progress toward monthly insurance sales goals

• Job seekers must already have or be willing to get an insurance license
• Fundamental computer skills such as experience with Microsoft Office
• Ability to learn and understand state and federal regulations that affect insurance sales, insurance clients, and the insurance industry as a whole
• High school diploma required; bachelor’s degree a plus
• Basic understanding of sales lead or accounting software is helpful
• Customer service experience is a plus

Compensation: $75,000-$100,000 per year