Licensed Insurance Sales Agent

Homestead & Co • Edmond, OK, US

Posted 4 months ago

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. Embracing a personal approach to insurance sales gives candidates a leg up in this role, which includes developing strategies for promoting all types of new insurance contracts; making changes or additions to existing ones; and collecting key client information for risk profiles used to identify insurance plans for each unique individual. If you’re up for the challenge, apply now!

Responsibilities

Spend time listening to new and potential clients, assess their priorities and finances, and determine suitable insurance plan options that successfully meet their individual insurance needs
Update bookkeeping systems, customer records, and sales databases to report your monthly and/or quarterly progress to goals to stakeholders
Continue your education on evolving insurance industry protocols to adequately fulfill all policy requirements and monitor insurance claims to customers’ satisfaction
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 loyalty

Qualifications

Working knowledge of the insurance industry, insurance products risk management profiles, and related state and federal regulations
Experience with accounting and or sales lead software is a plus
Excellent communication, customer service, analytical, and interpersonal skills are necessary
Basic computer skills with proficiency with Microsoft Office suite is necessary
Job seekers must have an insurance license

Compensation

$55,000 - $75,000/year

About Homestead & Co

At Homestead & Co, our mission is to provide superior client service in every interaction, at every stage of the real estate journey. We believe that buying or selling a home is one of the most significant decisions a person can make, and it is our privilege and our responsibility to guide clients through that process with integrity, expertise, and genuine care.

Our team is built on a culture of excellence, accountability, and heart. We believe that when our agents and staff are equipped with the right tools, systems, and support, they are empowered to deliver an exceptional experience to every client they serve. That belief drives everything we do internally, from the way we onboard new team members to the way we manage our operations on a daily basis.

At Homestead & Co, we are not just in the business of real estate. We are in the business of people, and that makes all the difference.