- Perform inbound and outbound sales activities to convert leads to sales.
- Meet or exceed sales targets by effectively promoting and selling insurance products.
- Provide personalized advice on insurance coverage based on individual circumstances with the goal of closing the sale with the best product.
- Explain policy details, terms, and conditions to clients.
- Perform follow-up activities to nurture or remarket leads.
- Build and maintain positive relationships with clients.
- Maintain accurate and up-to-date records of client interactions and policies.
- Ensure compliance with insurance regulations and industry standards.
- Stay updated on industry trends, competitor offerings, and market conditions.
- Follow structured workflows and scripting to ensure consistency and quality of interactions.
- Perform other duties, as assigned.
- High School diploma required.
- 2+ years' experience in a sales environment meeting set metrics.
- 1+ years' experience P&C Homeowners insurance.
- Active 2-20 or 20-44 license required.
- Goal oriented with a high level of resilience.
- Strong organizational and time-management skills.
- Proven ability to be adaptable and flexible. Adjusting to new requirements or unforeseen issues.
- Strong written and verbal communication skills with the ability to professionally interact with team members in other departments.
- Ability to learn new systems and applications.
- Proficient in MSO/365 applications such as Microsoft Teams, SharePoint, Word, Excel, PowerPoint and Outlook.
- Desire to live Slide's Core Values.
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Sales Agent - Tampa, United States - Slide
Description
Job Description
Job DescriptionSlide is a cutting-edge Tampa based Technology Enabled Insurance company who is disrupting the industry
To revolutionize all facets of property insurance, we need to do things differently. Therefore, certain traits are required of Sliders in order to be successful in our fast-paced environment. Being able to contribute innovative solutions (Best Idea Wins), being able to easily pivot and comfortable with ambiguity, as well as the desire to grow in a Best Places to Work award winning culture are some of the things that make a Slider successful. Does this sound like you?
What you will be doing:
What you have:
Education, Experience, and Licensing:
Qualifications/Skills and Competencies:
What Slide offers to you:
The Slide Vibe - An opportunity to be a part of a fun and innovation-driven culture fueled by Passion, Purpose and Technology
Benefits - We have extensive and cost-effective benefits that cover you and your family from every angle...Physical, Emotional, Financial, Social and Professional Health. A new 2024 Benefit is a Lifestyle Spending Account opened for each employee to spend on a Wellness Activity of their choice each month... funded by Slide
2023 AND 2024 BEST PLACE TO WORK - Tampa Bay Business Journal
2024 TOP WORKPLACE - Tampa Bay Times and USA Today