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    Licensed Insurance Sales Agent - Gilbert, United States - Insurance Partner at Barrett Financial

    Insurance Partner at Barrett Financial
    Insurance Partner at Barrett Financial Gilbert, United States

    3 weeks ago

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    Description

    We are seeking a motivated insurance agent with an entrepreneurial spirit to identify and convert sales leads for insurance policies while overseeing a robust portfolio of clients.

    The successful candidate will have served in a related insurance industry role in which he or she cultivated a pool of prospective clients through referrals, networking, cold calls, marketing initiatives, and other proactive sales strategies.

    If you are an enthusiastic, intuitive, and organized professional who thrives in a multifaceted role, this job is for you We'll provide you with the training, mentoring, and support you need to take your earning potential into your own hands.

    If this sounds like you, apply todayResponsibilities

    • Develop and deliver risk management strategies for each customer based on their risk profile
    • 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
    • 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
    • Keep bookkeeping systems, sales databases, customer records, and related organizational tools current to accurately report progress to monthly and quarterly sales quotas to stakeholdersQualifications
    • Proven understanding of the insurance industry including insurance products, risk management and any state and federal regulations
    • Superb analytical, interpersonal communication, and customer service skills are needed to succeed in this role
    • Proficiency with accounting or sales-related software is helpful
    • Some computer skills with ability to use Microsoft Office is required
    • Bachelor's degree preferred; high school diploma required
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