
Sales Insurance Specialist
2 days ago
We are seeking a skilled professional to connect clients with the insurance programs that best meet their needs.
Key Responsibilities:
- Provide personalized attention through effective sales strategies to maintain and grow the customer base.
- Maintain accurate records in bookkeeping systems, sales databases, and customer files to report progress toward sales quotas.
- Listen to clients, assess their needs and financial situations, and recommend suitable insurance plans.
- Stay informed about evolving insurance industry protocols to meet policy requirements and handle claims satisfactorily.
- Develop risk management strategies tailored to each customer's risk profile.
Requirements:
- Understanding of insurance products, risk management, and relevant regulations.
- Must hold an active insurance license.
- Basic computer skills, including proficiency in Microsoft Office.
- Experience with accounting or sales software is a plus.
Benefits:
This full-time position offers growth opportunities, significant earning potential, and variety.
About Us:We are among the most respected financial companies in America, known for our high standards of excellence and commitment to customer satisfaction.
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