Insurance Sales Agent

Responsibilities: Commit to remaining educated about the various types of insurance, insurance-related protocols, and policy changes to ensure fulfillment of program requirements and ensure our customers are satisfiedCollaborate with policyholders to develop insurance risk management and other profiles that specify the best policies for their evolving insurance needsServe as an attentive listener when communicating with new and potential clients in order to accurately identify their unique needs prior to pursuing specific insurance salesUpdate reports, records, bookkeeping systems, and other organizational tools to accurately report progress toward monthly insurance sales goalsOffer personal attention when pursuing new clients through various marketing strategies to grow your existing portfolio of policyholders Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goalsCollect and organize each client's financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectationsAssess each client's potential life and financial needs to create an individualized financial plan that leverages the products and services we offerImplement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professionalProvide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial productsQualifications: Ability to learn and understand state and federal regulations that affect insurance sales, insurance clients, and the insurance industry as a wholeBasic computer skills including proficiency with Microsoft Office suite is requiredExcellent analytical, interpersonal, and communications skills are necessary; customer service skills are helpfulJob seekers must already have or be willing to get an insurance licenseExperience using accounting or sales-related software is beneficial Assess each client's potential life and financial needs to create an individualized financial plan that leverages the products and services we offerImplement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professionalProvide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products Compensation: $120,000+ at plan earningsEmploy a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goalsCollect and organize each client's financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectationsAssess each client's potential life and financial needs to create an individualized financial plan that leverages the products and services we offerImplement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professionalProvide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial productsCompensation:$120,000 per year