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Insurance Sales Agent
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Job Description
- Req#: 514260
Employer Industry: Insurance Services
Why consider this job opportunity:
- Opportunity for career advancement and growth within the organization
- Comprehensive training, mentoring, and support to enhance earning potential
- Flexible work environment that encourages entrepreneurial spirit
- Chance to build and manage a robust portfolio of clients
- Opportunity to create tailored risk management strategies for diverse clients
- Engaging role that emphasizes relationship building and customer loyalty
What to Expect (Job Responsibilities):
- Create tailored risk management strategies directly with clients that align with their risk profiles
- Continue education on evolving insurance industry protocols and monitor insurance claims
- Maintain accurate bookkeeping systems, sales databases, and customer records to report progress on sales quotas
- Develop and implement effective sales strategies to grow existing portfolios and ensure long-term customer loyalty
- Assess new and potential clients' priorities and finances to determine suitable insurance plan options
What is Required (Qualifications):
- High school diploma required; bachelor's degree preferred
- Must possess an insurance license
- Demonstrated comprehension of the insurance industry, products, and associated regulations
- Basic computer skills with proficiency in Microsoft Office suite
- Excellent communication, customer service, analytical, and interpersonal skills
How to Stand Out (Preferred Qualifications):
- Some experience with accounting or sales lead software is beneficial
- Fluency in Spanish, Vietnamese, and/or Chinese is preferred but not required
#InsuranceServices #SalesOpportunities #CareerAdvancement #CustomerLoyalty #EntrepreneurialSpirit
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