Insurance Sales Representative

Job Description

We are eager to take our business to the next level by hiring an experienced insurance agent with a proven track record of maintaining and growing customer portfolios. You’ll hone your sales skills by forging strong relationships that serve as the foundation for our firm’s prestige, and we’ll give you the support you need to reach your earning potential.

$51,000 - $63,000 yearlyResponsibilities:

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

Remain updated on insurance industry changes and protocols to fulfill all policy requirements and monitor insurance claims from start to finish

Update bookkeeping systems, customer records, and sales databases to report your monthly and/or quarterly progress to goals to stakeholders

Work with policyholders to develop and deliver risk management strategies that fit their individual profiles

Maintain and grow existing portfolios by developing and implementing effective and attentive sales strategies that cultivate long-term customer loyaltyQualifications:

Proficiency with accounting or sales-related software is helpful

Basic computer skills with proficiency with Microsoft Office suite is necessary

Superb analytical, interpersonal communication, and customer service skills are needed to succeed in this role

Bachelor’s degree preferred; high school diploma required

Candidates must have an insurance licenseAbout Company

Our Mission at Homestead & Co is to provide superior client service. It's our job to help clients make good real estate decisions that support their lives.

Full-time