Client Services Representative (Insurance)

Job Description

Company Overview:

Meletia Agency - [ A Symmetry Financial Group Agency] is a leading provider of insurance products dedicated to serving the needs of individuals and businesses across [specific region or nationwide]. We specialize in [types of insurance offered], offering comprehensive coverage and personalized service to our clients. As we continue to expand our market presence, we are seeking motivated and driven individuals to join our team as Independent Insurance Sales Agents on a 1099 basis.

Job Description:

As an Independent Insurance Sales Agent, you will be responsible for promoting and selling various insurance products to prospective clients. You will work independently, leveraging your network and utilizing various sales techniques to generate leads, build relationships, and close sales. This position offers flexibility in schedule and the opportunity to earn uncapped commissions based on your sales performance.

Key Responsibilities:

Prospect and generate leads through networking, referrals, cold calling, and other lead generation methods.

Conduct thorough needs analysis to understand clients' insurance requirements and recommend appropriate coverage options.

Educate clients on various insurance products, explaining coverage details, benefits, and exclusions.

Customize insurance solutions to meet the individual needs of clients, providing tailored recommendations and quotes.

Follow up with leads and clients to nurture relationships, address concerns, and overcome objections.

Collaborate with underwriters and other team members to expedite the application and approval process.

Stay informed about industry trends, product updates, and regulatory changes to maintain a competitive edge.

Meet or exceed sales targets and performance metrics established by the company.

Maintain accurate records of sales activities, client interactions, and transactions using CRM software or other tracking systems.

Uphold high standards of professionalism, integrity, and customer service in all interactions with clients and colleagues.

Qualifications:

Proven track record of success in sales, preferably in the insurance industry.

Strong interpersonal and communication skills, with the ability to build rapport and establish trust with clients.

Self-motivated and results-oriented, with a drive to succeed in a commission-based environment.

Ability to work independently and manage time effectively, prioritizing tasks and meeting deadlines.

Proficiency in using CRM software and other sales tools to track leads and manage customer relationships.

Active insurance license in [state(s)] required.

Bachelor's degree or equivalent experience preferred.

Benefits:

Flexible schedule: Work from home or set your own hours to accommodate your lifestyle.

Unlimited earning potential: Earn competitive commissions on every sale, with no cap on your earning potential.

Training and support: Access to ongoing training, resources, and support to help you succeed in your role.

Career advancement opportunities: Opportunity to grow within the company and advance your career in insurance sales.

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