Insurance Professional (Remote)

Insurance Adviser Position

We are seeking a highly-driven, ethical, and organized insurance adviser to join our growing team. In this position, you will provide services to clients who seek a change in their property and casualty insurance. You will establish, maintain, and enhance client relationships to resolve issues and retain customers. You will act as an outside sales agent, selling property, casualty, commercial lines, and other insurance products to provide superior customer service. This is a remote position, so you will need a designated workspace. This position is also commission only.

Insurance Agent Duties and Responsibilities

• Approach potential clients by phone, email, or in person
• Develop a base for long-term sources of clients by using referrals or groups.
• Determine the specific needs of particular clients by researching current coverage and available options
• Answer questions related to coverage and annual charges
• Develop leads and schedule appointments
• Utilize a customer-focused, needs-based review of client insurance options to educate clients
• Obtain underwriting approval by completing an application for coverage
• Update job knowledge by participating in educational opportunities (reading professional publications, maintaining personal networks, participating in professional organizations, etc.)

Insurance Agent Requirements and Qualifications

• Bachelor's Degree
• Life, Health & Accident License (state dependent) or ability to get
• Property Casualty License (state dependent) or ability to get; (NY, OH, FL, PA)
• Prior sales experience not necessary
• Bilingual in Spanish preferred
• Experience with standard business applications including MS Office
• Demonstrated entrepreneurial approach to growing business relationships
• Critical thinking, proactive attitude, and strong communication skills.
• Organized, self-motivated, and proactive in problem-solving
• Coachable

Preferred Choice Financial Group, LLC