$75,000 + at plan
Responsibilities:- Develop risk management strategies for each customer to ensure his or her policy needs are continuously met
- Keep an accurate log of sales databases, client reports, bookkeeping records, and more to share progress toward goals with key stakeholders
- Remain updated about insurance industry changes that may affect customers in your portfolio
- Maintain a portfolio of existing customers and pursue insurance sales with new clients by using sales strategies that may include cold calling and networking
- Conduct meetings with new and potential clients and carefully listen to their individual circumstances in order to present the best insurance policies to meet their needs
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- No Cold Calls
- Leads Available
- Warm Call Perspective Clients
- Collaborate with policyholders to develop insurance risk management and other profiles that specify the best policies for their evolving insurance needs
- Update reports, records, bookkeeping systems, and other organizational tools to accurately report progress toward monthly insurance sales goals
- Spend time listening to existing, new, and prospective clients to evaluate their needs and stage-of-life priorities before presenting insurance plan options for their specific circumstances
- Offer personal attention when pursuing new clients through various marketing strategies to grow your existing portfolio of policyholders
- Ability to learn and understand state and federal regulations that affect insurance sales, insurance clients, and the insurance industry as a whole
- Candidates must have or be willing to get an insurance license
- Fundamental computer skills such as experience with Microsoft Office
- High school diploma required; bachelor’s degree a plus
- Basic understanding of sales lead or accounting software is helpful
Our organization is committed to serving both clients and team members in the life insurance industry. Our two-part mission is to provide people across the nation with the financial solutions they need to protect their families and secure their futures. Through our partnerships with industry-leading carriers/insurance companies, we offer our team a portfolio of products that instills pride when providing solutions to clients. We diligently follow up with families who have requested assistance and collaborate with them to create a customized solution that aligns with their unique needs and budget.
We provide our team with a proven platform that accelerates their business and enables them to achieve their financial objectives.