Life Insurance Sales Agent

P. R. financial Insurance is looking for an energetic and experienced Insurance Agent to join our growing team. You will be responsible for developing new business and maintaining existing accounts. The ideal candidate will have a passion for sales and marketing, and will be able to work independently.

Responsibilities

• Prospect potential new clients and in-market customers
• Work with clients to determine their insurance needs
• Deliver exceptional customer service
• Follow up on leads, follow up on quotes, and follow up on in-market customers that did not call back
• Maintain existing accounts by following up on quotes, in-market customers that have not seen you since the last time you called, etc.
• Develop new business by following up with prospects that did not call back
• Meet or exceed sales goals by producing quotes, in-market customers, etc.
• Maintain current accounts by following up with prospects that have moved away from you, in-market customers that have seen you but did not call back, etc.
• Coordinate with the marketing team to promote your areas of expertise (ex: pricing & availability of products, customer service, etc)

Skills & Qualifications

• Proven work experience as an Insurance Agent or similar role (preferred)
• Proven ability to drive sales and achieve goals
• Proficiency in Microsoft Office (Excel & Word)

Last updated on Aug 6, 2024