Customer Service and Sales Representative

Job Description

As an insurance agent, you will assist clients in selecting insurance policies that best meet their needs.

Your role will involve explaining various insurance options, including life, health, property, and casualty coverage. You will assess clients' requirements, recommend suitable policies, and assist with policy

applications.

Additionally, you will handle policy renewals and support clients with claims. Building and maintaining strong client relationships is crucial, often involving networking and follow-up to ensure satisfaction and secure referrals

• Flexible Schedule
• Hands on Training
• Mon-Fri Schedule
• Evenings Off
• Career Growth Opportunities

Client Acquisition: Identify and engage potential clients through various channels such as networking, cold calling, and referrals.

Product Knowledge: Maintain an in-depth understanding of the products or services offered to effectively communicate their benefits to clients.

Sales Presentations: Conduct sales presentations and product demonstrations to prospective clients.

Needs Assess: Asses clients' needs and recommend suitable products or services that meet their requirements.

Sales Targets: Achieve or exceed assigned sales targets and quotas.

Relationship Management: Build and maintain strong, long-lasting customer relationships through regular follow-ups and exceptional service.

Negotiation: Negotiate terms and close sales agreements.

Customer Support: Provide post-sale support to ensure customer satisfaction and handle any issues or concerns.

Market Research
:
Stay informed about market trends, competitor activities, and industry developments.

Reporting: Prepare regular sales reports and forecasts for management review.

Compliance: Ensure all sales activities comply with relevant legal regulations and company policies.

Goal-Oriented: Be a self-starter with a sense of urgency.

Lead Pursuit: Comfortable pursuing leads via phone from multiple sources.

Sales Ability: Proven ability to meet sales goals and thrive in competition.

Computer Systems: Ability to learn computer systems quickly and efficiently.

Leadership

Skills:

Ability to encourage and inspire others.

Organizational

Skills:

Proficient organizational skills and fast learner.

Communication

Skills:

Strong professional communication skills, both oral and written.

Licensing: Willingness to obtain insurance licenses (training expenses covered).

Language Proficiency
:
Fluency in Spanish, Portuguese, Vietnamese, and Russian is highly valued.

Preferred Licenses: Life & Health and/or Property and Casualty licenses preferred but not required