Insurance Agent Trainee

Job Description

Job Description

Join Kelley Financial Services, Inc., a renowned name in the insurance industry, located in the vibrant community of Jupiter, Florida. We are seeking a highly motivated Insurance Sales professional to join our team. In this role, you will be pivotal in our efforts to provide exceptional insurance solutions to our clients, ensuring their financial security and peace of mind. At Kelley Financial Services, we believe in a personal touch, fostering trust and long-term relationships with every client.

Our office-based environment allows for direct interaction and collaboration with colleagues, providing a supportive and dynamic workspace. We're looking for individuals who are driven, personable, and eager to make a difference in our clients' lives. You will have the opportunity to grow within the company, enhancing your skills and contributing to a positive work environment. If you have a passion for sales and a commitment to customer satisfaction, we invite you to apply and become an integral part of our team at Kelley Financial Services.

Annual Base Salary + Bonus Opportunities

Paid Time Off (PTO)

Flexible Schedule

Mon-Fri Schedule

Career Growth Opportunities

Work Life balance

Family 1st Environment

Team Building

One on One sales coaching

Life Insurance

Disability Insurance

Retirement Plan

Client Engagement: Actively reach out and respond to client inquiries, ensuring exceptional service and satisfaction.

Sales Strategy: Develop and implement sales strategies to attract new customers and retain existing ones.

Policy Advice: Provide knowledgeable and personalized insurance policy advice to clients, aligning with their unique needs.

Product Promotion: Promote and cross-sell various insurance products to maximize client benefit and company sales.

Market Research: Keep abreast of industry trends and competitor offerings to provide clients with up-to-date information.

Documentation: Maintain accurate records of client interactions and transactions for future reference and compliance.

Licensing: Active Florida Property & Casualty License is not required. We will train.

Experience: Previous insurance sales experience is highly desirable.

Communication Skills: Strong verbal and written communication skills.

Customer Focused: A dedication to meeting the needs and expectations of clients.

Interpersonal Skills: Ability to build and maintain effective client relationships.

Team Oriented: Willingness to collaborate with colleagues and contribute to a positive team environment.

Problem Solving: Strong analytical and problem-solving abilities to ensure effective customer solutions.