Licensed Insurance Sales Professional Job Description Template
Our company is looking for a Licensed Insurance Sales Professional to join our team.
Responsibilities:
- Participates in weekly agency training and required CE;
- Solicits for new business via lead sources, referrals, telephone and networking;
- Set Financial Service and Life Appointments for Agent;
- Continually follows up on all unsold quotes, referrals, and “X” dates;
- Call on telemarketing and follows up on all leads;
- Uses E-Agent management program to input, sell and track all leads, referrals and clients;
- Mails letters and postcards to prospect for new clients;
- Secures ALL trailing documents from clients to assure policy is bound;
- Develops ongoing networking relationships with Real Estate Agents, Home Builders, Mortgage Lenders and Title Companies;
- Develops quotes, makes sales presentations and close sales consistently;
- Be a team player to help grow the agency;
- Be organized and efficient;
- Achieve sales goals through leads and referrals;
- Ensure a positive customer experience;
- Help protect customers by offering insurance and financial products that will meet their needs.
Requirements:
- Ability to multitask and prioritize according to deadlines;
- Ability to read, speak and understand English;
- Basic knowledge of dealership operations and/or office/clerical experience;
- Team player with a positive attitude;
- Ability to interpret a variety of instructions furnished in written, oral, or schedule form;
- Ability to work alone, self motivate and manage one’s own time;
- Physical ability to use computer hardware/software;
- Research and general math skills;
- Maintain a positive and self-motivated attitude;
- Bilingual candidates welcome;
- Excellent verbal, written, and interpersonal communication skills;
- Must be willing to obtain insurance licenses, already possessing a license is a plus;
- Confident self-starter who works well independently;
- Sales experience is a plus;
- Driven to fulfill customers’ needs.