Job Description

Summary
The Insurance Agent plays a vital role in providing exceptional client service and achieving individual sales targets. This position focuses on building strong relationships with clients through a thorough understanding of insurance products. We are looking for candidates with a proven track record of success in sales within a dynamic environment. Candidates should be comfortable leading the sales process, which involves identifying potential clients, developing proposals, and closing sales. Professionalism and integrity are essential attributes for success in this role.

Responsibilities

• Plan and organize daily activities to engage with potential clients, including individuals and businesses.
• Grow existing client accounts by securing larger policies and scheduling promotional activities.
• Perform all sales functions, including responding to inquiries, preparing quotes, processing applications, and managing follow-up schedules.
• Follow up on leads and effectively close sales.
• Meet and exceed all sales goals and quotas.
• Maintain accurate records of client interactions and regularly update the database with information regarding inquiries, quotes, and opportunities.
• Utilize market research and business connections to identify new client opportunities.
• Participate in training sessions to enhance knowledge of products and sales techniques.
• Attend industry events and trade shows to expand market reach and develop client relationships.
• Stay informed about all products and services offered by the company, ensuring comprehensive knowledge of product lines and pricing.

Requirements

• Strong self-initiative with a proven ability to meet sales goals with minimal supervision.
• Demonstrated success in closing sales and generating revenue.
• Prior experience in a sales-focused role is highly regarded.
• Strong phone presence with experience in outbound calling.
• Excellent verbal and written communication skills.
• Strong listening and presentation abilities.
• Effective organizational skills, with the ability to multitask and prioritize tasks efficiently.
• Proficient in using computer applications relevant to sales.
• Solution-oriented approach to selling, with the capability to develop and maintain strong client relationships.

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