- Maintain and grow existing portfolios by developing and implementing effective and attentive sales strategies that cultivate long-term customer loyalty
- Work with policyholders to develop and deliver risk management strategies that fit their individual profiles
- 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
- Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements, and monitor insurance claims to ensure mutual satisfaction
- Update bookkeeping systems, customer records, and sales databases to report your monthly and/or quarterly progress to goals to stakeholders
- Create tailored risk management strategies directly with clients that align with their risk profiles
- Remain updated on insurance industry changes and protocols to fulfill all policy requirements and monitor insurance claims from start to finish
- 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
- Goal and action-oriented, with the ability and desire to work towards activity and sales targets
- High level of comfort with outreach directly to prospective clients
- Strong verbal and written communication skills, with the ability to engage one-on-one as well as an audience
- Keep bookkeeping systems, sales databases, customer records, and related organizational tools current to accurately report progress to monthly and quarterly sales quotas to stakeholders
- Persistence, drive, and ability to work proactively
- Team player and team-spirited
- Excellent communication, customer service, analytical, and interpersonal skills are necessary
- High school diploma mandatory; four-year undergraduate degree strongly preferred
- Candidates must have an insurance license
- Proven understanding of the insurance industry including insurance products, risk management and any state and federal regulations
- Some computer skills with ability to use Microsoft Office is required
- Proven understanding of the insurance industry including insurance products, risk management, and any state and federal regulations
- Some computer skills with the ability to use Microsoft Office are required
- Some experience with accounting or sales lead software is beneficial
- Current P&C license in the resident (Texas) state
- Professional phone etiquette
- Ability to work with multiple potential customers and be prompt on all associated follow-ups
- Strong work ethic and leadership skills
- Strong communication skills, both oral and written
- Strong team player and ability to work independently as needed to achieve individual and team-based goals
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Insurance Sales Agent - Killeen, United States - Goosehead Insurance
Description
Job Description
Job DescriptionAre 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 organizational 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
Compensation:$75,000 - $120,000 per year
Responsibilities:We are a highly collaborative team that is hardworking and committed to your career. We partner with the top-producing Real Estate team in Central Texas to provide our insurance agents with warm opportunities to help build their book of business with NO COLD CALLING. We are looking for leaders and team players.
Our Mission: To exceed expectations and WOW our clients while providing them with high value, throughout their buying or selling process, while maintaining a high level of commitment to our community and bottom-line profitability.
