Sales Representative

As an Insurance Sales Representative, you will be responsible for selling various types of insurance policies to individuals and businesses. Your primary goal will be to ensure clients are well-informed about their coverage options and help them choose policies that meet their needs. You will guide clients through the entire sales process, from identifying their insurance needs to closing the sale and providing excellent customer service.

Key Responsibilities:

1. Sales and Customer Acquisition:

Identify potential clients through networking, referrals, and marketing initiatives.
Conduct thorough needs assessments to determine clients' insurance needs.
Present and explain insurance policies to clients, emphasizing benefits and coverage options.

2. Client Relationship Management:

Build and maintain strong relationships with clients to ensure ongoing business.
Provide exceptional customer service by addressing client inquiries and concerns promptly.
Follow up with clients periodically to ensure their satisfaction and ensure they remain informed about policy updates or changes.

3. Policy Management:

Assist clients in completing applications for insurance policies.
Review and finalize policy details with clients, ensuring they understand their coverage.
Process policy renewals, claims, and any changes to existing policies.

Qualifications:

High school diploma or equivalent; a bachelor’s degree in business, finance, or a related field is preferred.
Valid insurance license in the relevant state(s) for the types of insurance being sold (e.g., life, health, property, and casualty).
Proven experience in sales, preferably in the insurance or financial services industry.
Strong interpersonal and communication skills to effectively engage with clients.
Customer-focused attitude with a commitment to providing high-quality service.
Ability to work independently and as part of a team.
Organizational skills and attention to detail for managing documentation and records.

Work Environment:

Primarily office-based, with opportunities for remote work or field visits to meet clients.
May require flexible hours, including evenings or weekends, depending on client availability.

Salary and Benefits: