We want to add a motivated and personable new employee to our insurance agent team who is seeking a new learning opportunity with lots of room for growth. The ideal candidate for our entry-level insurance agent position has the solid communications skills it takes to drive insurance sales among potential clients and new clients. Bring a friendly attitude and a passion for customer service, and we’ll invest our resources into training you to be a successful insurance sales representative!
Compensation:
$99,000 - $121,400 yearly
Responsibilities:- Conduct meetings with new and potential clients and carefully listen to their individual circumstances in order to present the best insurance policies to meet their needs
- Commit to remaining educated about the various types of insurance, insurance-related protocols, and policy changes to ensure fulfillment of program requirements and ensure our customers are satisfied
- Keep an accurate log of sales databases, client reports, bookkeeping records, and more to share progress toward goals with key stakeholders
- Tailor risk management strategies and client profiles to reflect each customer’s individual needs
- Maintain a portfolio of existing customers and pursue insurance sales with new clients by using sales strategies that may include cold calling and networking
- Conduct outbound sales calls to prospective clients and respond to inbound inquiries promptly and professionally.
- Engage with potential clients through email, social media, and other digital communication platforms.
- Assess client needs and recommend appropriate insurance products based on their specific requirements.
- Provide accurate information about insurance coverage, terms, and conditions to clients, ensuring transparency and clarity.
- Generate leads and maintain a consistent pipeline of prospective clients through effective prospecting techniques.
- Maintain accurate and up-to-date client records and sales activities in the CRM system.
- Collaborate with the sales team and management to achieve sales targets and contribute to the growth of the agency.
- Basic computer skills including proficiency with Microsoft Office suite is required
- Working knowledge of accounting and sales lead software is a plus
- Bachelor’s degree preferred; high school diploma mandatory
- Willingness to learn about the insurance industry, insurance programs, and state and federal regulations that may impact policyholders
- Valid insurance license required or candidates must be willing to get licensed
- Proven experience in insurance sales or a related field, with a track record of meeting or exceeding sales targets.
- Excellent communication and interpersonal skills to build rapport and establish trust with clients.
- Strong persuasive and negotiation abilities to close sales effectively.
- Self-motivated with the ability to work independently and manage time efficiently.
- Tech-savvy with proficiency in using digital communication tools and CRM software.
- Active insurance license for the relevant state(s) is preferred, but not required.
- High school diploma or equivalent; a bachelor's degree in business or a related field is a plus.
At Ruby Financial - The Lingenfelter Agency, our mission is to empower our clients with personalized financial solutions that pave the path to prosperity. Through transparent guidance, unwavering commitment, and innovative strategies, we strive to create a secure and thriving future for every individual, family, and business we serve. With a focus on integrity and expertise, we navigate the complexities of finance to build enduring relationships, fostering financial growth, stability, and peace of mind.
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