$56,000+ at plan earnings
Responsibilities:- Take ownership of ensuring there are accurate records of all necessary bookkeeping, client, and sales reports in order to track and communicate the status of assigned goals
- Serve as an attentive listener when communicating with new and potential clients in order to accurately identify their unique needs prior to pursuing specific insurance sales
- Offer personal attention when pursuing new clients through various marketing strategies to grow your existing portfolio of policyholders
- Develop risk management strategies for each customer to ensure his or her policy needs are continuously met
- Remain updated about insurance industry changes that may affect customers in your portfolio
- Job seekers must already have or be willing to get an insurance license
- Bachelor’s degree preferred; high school diploma mandatory
- Basic understanding of sales lead or accounting software is helpful
- Ability to learn and understand state and federal regulations that affect insurance sales, insurance clients, and the insurance industry as a whole
- Excellent analytical, interpersonal, and communications skills are necessary; customer service skills are helpful
Who Are We?
Founded in 2006 With a Mission to Be DIFFERENT.
Here’s the problem in the insurance industry… Most agencies are not vested (all in) when it comes to customer service.
So if you have a financial legacy you want to protect and you know nothing about insurance, it puts you in a bad situation (too much information can be confusing). How so? Much like a stockbroker, we take into account your unique risk tolerance and customize an insurance contract that will give you the mental and physical protection you deserve.