Insurance Sales Job Description Template
Our company is looking for a Insurance Sales to join our team.
Responsibilities:
- Setting your appointments – on your schedule;
- Submitting business;
- Great customer service to create clients for life;
- Interact with providers, solicitors, other professionals;
- Strategic consulting on financial products and services such as cash and debt management, insurance coverage and so on;
- Build client base and maintain win-win relationships;
- Provide guidance towards profitable and secure financial solutions to the customers;
- Stay informed about trends and updates of industry niche;
- Ensure compliance with all industry rules and regulations;
- Work with the agent to establish and meet marketing goals;
- Explore clients’ overall financial situation, investigate their needs and suggest solid financial plans;
- Develop leads, schedule appointments, identify customer needs, and market appropriate products and services;
- Use a customer-focused, needs-based review process to educate customers about insurance options;
- Review financial plans and optimize them to ensure profits.
Requirements:
- Bilingual in Korean or Spanish preferred;
- Excellent communication skills – written, verbal and listening;
- 2+ years experience of working in a sales related field;
- Sales experience preferred;
- Property & Casualty license (must be able to obtain);
- Ability to make presentations to potential customers;
- Excellent communication, presentation and negotiation skills;
- Accuracy, close attention to detail and the ability to provide detailed and plain explanations;
- Life & Health Licensed preferred. If not licensed, we are willing to provide guidance to help you obtain the appropriate license;
- Track record of proven sales skills;
- Self-motivated;
- Life & Health license (must be able to obtain);
- Experience with PCs and product illustration software.