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:
$250,000 at plan earnings
Responsibilities:-
Develop and deliver risk management strategies for each customer based on their risk profile
- Implement sales strategies and tactics proven effective in maintaining and growing existing customer portfolios comprised of loyal, long-term clients
- Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements, and monitor insurance claims to ensure mutual satisfaction
- Set meetings with new and potential clients to listen to their needs, taking into account their financial statuses and stage-of-life priorities, and present insurance plan options tailored to their individual circumstances
- Ensure bookkeeping systems, sales databases, and customer records are maintained to report progress toward monthly initiatives to stakeholders
Qualifications:-
Insurance license required
- Basic computer skills with proficiency with Microsoft Office suite is necessary
- Excellent communication, customer service, analytical, and interpersonal skills are necessary
- Demonstrated comprehension of the insurance industry, insurance products, risk management profiles, and associated state and federal regulations
- Experience with accounting and or sales lead software is a plus
About Company
We provide a platform designed to help professionals grow faster and scale further through:
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Comprehensive onboarding, training, and mentorship
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Leadership development and advancement opportunities
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Proven systems and business-building processes
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Marketing resources and professional development tools
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CRM technology and automated follow-up systems
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Ongoing coaching, accountability, and support
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Flexible remote work environment
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Performance-based compensation with upside earning potential
