Address
Form of workJob Description
Compensation $65,000 - $90,000 yearly first year
About PR Financial
Plan Right Financial is an independent marketing organization (IMO) in the financial services industry, specifically in the insurance marketplace. We serve clients by acting as their independent advisor and broker for products in life insurance, health insurance, retirement, annuities, Medicare, senior benefits and more. Planright is remaking the industry for agents by agents. Each agent owns their book of business. We would love for you to join us!
Our approach is simple. We believe in our people, we provide them a platform, we train them how to be great, mentor them into maturity, and cheer them on the way to becoming our partners. We want partners, not employees.
Why work here?
Access to over 20 companies and over 50 products to fit your client's needs
Inventory of client leads (in house leads)
Make approximately $400 per life insurance sale
Have personalized coaching from Day 1
Opportunities for advancement
About the Insurance Sales Representative position
We are looking for a competitive Insurance Sales Representative to help us expand our business by actively seeking and acquiring new clients. You will identify their needs and demands and sell accordingly.
The goal is to formulate strong relationships to ensure growth and preserve and augment our firm's prestige.
Insurance Sales Representative responsibilities are:
Implementing strategies to sell insurance
Building rapport with customers
Getting details from customers to fully assist them
Being fully aware of the company's services/policies
Working accordingly with company policies
Insurance Sales Representative requirements are:
Experience within this field
Good understanding of insurance plans/policies
Computer savvy
Motivational
Communication skills should be excellent
Good at building rapport with customers and persuading individuals
High school diploma or BA/BSc degree in Marketing or a related field
