- 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 Qualifications:
- 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 Compensation: $75,000 - $120,000 per year
- 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
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Insurance Sales Agent - Killeen, United States - Goosehead Insurance
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 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 Responsibilities:
