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Insurance Sales Representative

Company:
Patrick Trumpet Insurance Agency Inc.
Location:
Scotts Valley, CA, 95066
Posted:
April 13, 2024
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Description:

Job Description

As a High-Performing Producer at the Patrick Trumpet Insurance Agency Inc., you will play a crucial role in driving revenue growth and expanding our client base. Leveraging your expertise in the insurance industry, you will identify new business opportunities, cultivate relationships with prospective clients, and effectively communicate the value of our products and services. With a focus on delivering tailored solutions to meet the unique needs of each client, you will collaborate closely with our team to develop comprehensive insurance strategies and provide exceptional customer service.

Benefits

Hourly Base Salary + Commission + Bonus Opportunities

Career Growth Opportunities

Flexible Schedule

Hands on Training

Mon-Fri Schedule

Responsibilities

Focus on building life and commercial cliental.

Generate new leads and prospects through networking, referrals, and outreach efforts.

Conduct thorough client assessments to understand their insurance needs and goals.

Present insurance solutions and recommendations to clients in a clear and compelling manner.

Collaborate with internal teams to prepare and deliver customized insurance proposals.

Negotiate terms and close sales to achieve revenue targets and quotas.

Maintain accurate records of client interactions and sales activities in CRM system.

Stay informed about industry trends, market conditions, and regulatory changes.

Foster strong relationships with clients to ensure satisfaction and retention.

Requirements

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

Strong understanding of insurance products, policies, and regulations.

Excellent communication and presentation skills, with the ability to articulate complex concepts clearly and persuasively.

Self-motivated and results-oriented, with a drive to exceed goals and expectations.

Ability to thrive in a fast-paced, dynamic environment and adapt to changing priorities.

Strong organizational skills and attention to detail.

Insurance licensure (e.g., Property & Casualty, Life & Health) required or willingness to obtain.

Benefits:

Licenses for P&C, Life & Health, paid for by the agency on a contingent basis.

Competitive salary with uncapped commission potential.

Opportunities for professional development and career advancement.

Supportive and collaborative work environment with a focus on work-life balance.

We look forward to hearing from you.

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