Experienced Bilingual Licensed Insurance Sales Representative

Job Description

The Walsh Family Agency is growing and looking for a Licensed Insurance Sales Representative to join our team in the University area of Charlotte, NC. Our agency has been a trusted part of the community in the same location for 40+ years, with a strong, established book of business and deep local relationships.

We're building a team-focused, high-performance culture where hard work is recognized, success is rewarded, and team members have the opportunity to grow. If you're a licensed insurance professional who enjoys helping customers, identifying coverage needs, and driving results, this is a great opportunity to join a stable and successful agency.

Benefits

• Paid Time Off (PTO)
• Hands on Training
• Mon-Fri Schedule
• Career Growth Opportunities
• Retirement Plan
• Evenings Off
• Continuous Learning and Development
• Positive Work EnvironmentFun & Friendly Co-workers
• Bonus Opportunities
• Appreciation lunches
• Home/Work life balance
• Monthly Commsion and Bonus opportunities
• Paid Holidays
• Business Casual attire
• Monthly sales incentives

Responsibilities

• Handle client questions and requests, resolving any issues promptly
• Provide an exceptional customer service experience to all clients
• Conduct client needs analysis to uncover coverage gaps and offer solutions
• Cross-sell products to existing clients to enhance their coverage
• Refer clients to other parts of the organization for additional services
• Document all customer interactions thoroughly and accurately

Requirements

• Candidate must have an Active Property and Casualty License to be considered
• You should have 1-3 years of experience in insurance sales or a related field.
• Preferably Allstate appointed in the last 6 months.
• Have strong problem-solving skills to address client needs effectively.
• Great with documentation and organizational skills to keep detailed records.
• Persuasive sales skills with the ability to close deals and meet sales targets.
• Bilingual, fluent in both English and Spanish is bonus