Job Description
We are looking for a licensed insurance agent to work in the office M-F in our Dallas location. Are you a people person with keen listening skills, strong attention to detail, and a knack for navigating the finer details in business or financial plans? If so, we’re looking for you! We are seeking a definitive decision-maker who is eager to connect new, existing, and prospective clients with the insurance program that best meets their individual needs. Job seekers should be eager yet intuitive communicators with a demonstrated knowledge of different types of insurance policies and excellent organization skills. If you are looking for a flexible full-time position that offers growth opportunities, significant earning potential, and plenty of variety, start your application today!
Compensation:$50,000
Responsibilities:- Implement sales strategies and tactics proven effective in maintaining and growing existing customer portfolios comprised of loyal, long-term clients
- Continue your education on evolving insurance industry protocols to adequately fulfill all policy requirements and monitor insurance claims to customers’ satisfaction
- Listen attentively to new and potential clients, evaluate their needs and their financial statuses, and propose ideal plan options for their unique circumstances and insurance needs
- Ensure bookkeeping systems, sales databases, and customer records are maintained to report progress toward monthly initiatives to stakeholders
- Work with policyholders to develop and deliver risk management strategies that fit their individual profiles
- Demonstrated comprehension of the insurance industry, insurance products, risk management profiles, and associated state and federal regulations
- Excellent communication, customer service, analytical, and interpersonal skills are necessary
- Insurance license required
- Some experience with accounting or sales lead software is beneficial
- Basic computer skills with proficiency with Microsoft Office suite is necessary
Our Staff is a mixture made up of US Military Veterans, and those who look to serve our communities on a daily basis. When you choose to become our client, you are choosing to have a high-end customer service team made up of loan officers, processors, brokers, and loan officer assistants who all contribute to ensure you are educated on the process and help guide you through each phase of the process. Our service doesn't stop when your loan closes. You remain part of our family, and gain VIP invites to private gatherings and community involvement events. Our team will continue to monitor rates on a weekly basis and can even contact you to alert you on lower rate changes that you could qualify for in the future as the market fluctuates if you want us to do so.