Insurance Sales Representative
Full Time
Plano, TX 75075
$30,000 - $90,000 a year
Posted
Job description
We are eager to take our business to the next level by hiring an experienced insurance agent with a proven track record of maintaining and growing customer portfolios. You’ll hone your sales skills by forging strong relationships that serve as the foundation for our firm’s prestige, and we’ll give you the support you need to reach your earning potential. Embracing a personal approach to insurance sales gives candidates a leg up in this role, which includes developing strategies for promoting all types of new insurance contracts; making changes or additions to existing ones; and collecting key client information for risk profiles used to identify insurance plans for each unique individual. If you’re up for the challenge, apply now!
Responsibilities:
Qualifications:
Responsibilities:
- Set meetings with new and potential clients to listen to their needs, taking into account their financial statuses and stage-of-life priorities, and present insurance plan options tailored to their individual circumstances
- Continue your education on evolving insurance industry protocols to adequately fulfill all policy requirements and monitor insurance claims to customers’ satisfaction
- Ensure bookkeeping systems, sales databases, and customer records are maintained to report progress toward monthly initiatives to stakeholders
- Maintain and grow existing portfolios by developing and implementing effective and attentive sales strategies that cultivate long-term customer loyalty
- Work with policyholders to develop and deliver risk management strategies that fit their individual profiles
Qualifications:
- Property and Casualty Insurance license required
- Some experience with accounting or sales lead software is beneficial but not required
- Candidates should have basic computer skills and be able to use Microsoft Office programs
- Proven understanding of the insurance industry including insurance products, risk management and any state and federal regulations
- Excellent communication, customer service, analytical, and interpersonal skills are necessary
Flexible work from home options available.
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