Insurance Sales Agent

Elite Partners • Remote

Posted 1 year ago

Description

We want to add a motivated and personable new employee to our insurance agent team who is seeking a new learning opportunity with lots of room for growth. The ideal candidate for our entry-level insurance agent position has the solid communication skills it takes to drive insurance sales among potential clients and new clients. Bring a friendly attitude and a passion for customer service, and we’ll invest our resources into training you to be a successful insurance sales representative!

Responsibilities

Tailor risk management strategies and client profiles to reflect each customer’s individual needs

Maintain a portfolio of existing customers and pursue insurance sales with new clients by using sales strategies that may include cold calling and networking
Stay abreast of any changes to rules or policies within the insurance agency to effectively amend insurance programs for existing and prospective clients
Collaborate with policyholders to develop insurance risk management and other profiles that specify the best policies for their evolving insurance needs
Update reports, records, bookkeeping systems, and other organizational tools to accurately report progress toward monthly insurance sales goals
Serve as an attentive listener when communicating with new and potential clients in order to accurately identify their unique needs prior to pursuing specific insurance sales

Qualifications

Working knowledge of accounting and sales lead software is a plus
Strong analytical, communication, and interpersonal skills required; customer service experience is a plus
Fundamental computer skills such as experience with Microsoft Office
Job seekers must already have or be willing to get an insurance license
Open to embracing the insurance industry and becoming educated about its relevant state and federal regulations

Compensation

$65,000 - $85,000/year

About Elite Partners

Elite Partners provides financial consulting services via retirement, estate planning, wealth-building strategies, long-term care, and life insurance.

Our mission is to help individuals create the life that they want while protecting their loved ones and planning for their financial legacy. Offering access to a diverse portfolio in life insurance, retirement savings, and wealth-building strategies, our team of licensed professionals across North America helps to guide individuals from where they are to where they want to be.

Some benefits with the company include: flexible schedule, part-time or full-time opportunities, stock options, managing your own client base, and potential bonuses paid monthly, quarterly, and annually. In addition, we also offer a customized personal website.