Insurance Agent

Falcon PG • San Diego, CA, US

Posted 12 hours ago

Description

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!

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

Compensation

$250,000/year

About Falcon PG

We provide a platform designed to help professionals grow faster and scale further through:

Comprehensive onboarding, training, and mentorship
Leadership development and advancement opportunities
Proven systems and business-building processes
Marketing resources and professional development tools
CRM technology and automated follow-up systems
Ongoing coaching, accountability, and support
Flexible remote work environment
Performance-based compensation with upside earning potential