Insurance Careers
Patello Insurance Group
Insurance Sales Agent
About Company:
Our passion is serving – clients & our teammates! Our industry is Life Insurance. We have a simple two-part mission. First, we help people across the country find the financial solutions they need to protect their families & their futures. We have partnered with Industry-leading Carriers/Insurance companies to provide our team with a portfolio of products they can be proud to offer their clients. We follow up with families that have requested assistance and work with them to create a solution that best fits their needs and budget.
Second, we are building a world-class team that desires to own their own business either part-time or full-time. We share our proven platform that sky-rockets their business toward their own defined financial freedom.
About Job:
Insurance Careers, 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 today!
Responsibilities:
- Develop and deliver risk management strategies for each customer based on their risk profile
- Maintain and grow existing portfolios by developing and implementing effective and attentive sales strategies that cultivate long-term customer loyalty
- Ensure bookkeeping systems, sales databases, and customer records are maintained to report progress toward monthly initiatives to stakeholders
- 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
- Remain updated on insurance industry changes and protocols to fulfill all policy requirements and monitor insurance claims from start to finish
- Individuals seeking to increase their income.
- Individuals looking for a more fulfilling career path with a passion for helping others.
- Strong leadership skills.
- Self-motivated and coachable.
- Individuals with business development and entrepreneurial
- Demonstrated comprehension of the insurance industry, insurance products, risk management profiles, and associated state and federal regulations
- Proficiency with accounting or sales-related software is helpful
- Insurance license required
- Superb analytical, interpersonal communication, and customer service skills are needed to succeed in this role
- Some computer skills with ability to use Microsoft Office is required
- Clean criminal background
- Must live in the United States
- Must be 18 years or older
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Insurance Careers above
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