Job Description
This position is 100% commission-based with opportunities for monthly & yearly bonuses.
100% remote
$70,000+ at plan commissionResponsibilities:
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
Update bookkeeping systems, customer records, and sales databases to report your monthly and/or quarterly progress to goals to stakeholders
Develop and deliver risk management strategies for each customer based on their risk profile
Devote an unprecedented level of personal attention when implementing a range of effective sales strategies proven to maintain and grow long-term customer base
Continue your education on evolving insurance industry protocols to adequately fulfill all policy requirements and monitor insurance claims to customers’ satisfaction
Qualifications:
Experience with accounting and or sales lead software is a plus
Working knowledge of the insurance industry, insurance products risk management profiles, and related state and federal regulations
Basic computer skills with proficiency with Microsoft Office suite are necessary
Superb analytical, interpersonal communication and customer service skills are needed to succeed in this role
Candidates must have an insurance license
About Company
A group of licensed insurance brokers that are determined to help as many families as possible per year with their insurance needs.