Insurance Sales Consultant
2 weeks ago
Responsibilities:
- Prospecting: Identify and pursue new business opportunities through prospecting, networking, and referrals to expand the client base.
- Consultative Selling: Conduct needs-based analysis to understand clients' insurance requirements and recommend appropriate coverage options to meet their needs and budget.
- Client Relationship Management: Build and maintain strong relationships with clients by providing exceptional service, addressing inquiries, and resolving concerns in a timely and professional manner.
- Sales Presentations: Deliver engaging and informative sales presentations to prospective clients, showcasing the benefits of our insurance products and services.
- Policy Management: Assist clients with policy selection, issuance, and maintenance, ensuring accuracy, completeness, and compliance with underwriting guidelines.
- Cross-Selling: Identify opportunities to cross-sell additional insurance products and services to existing clients to maximize revenue and enhance customer satisfaction.
- Market Research: Stay informed about industry trends, competitor offerings, and market developments to identify opportunities for growth and innovation.
- Sales Reporting: Maintain accurate records of sales activities, client interactions, and revenue performance for reporting and analysis purposes.
- Compliance: Adhere to regulatory requirements, company policies, and ethical standards to ensure compliance and uphold the company's reputation.
- Continuous Learning: Stay updated on insurance products, underwriting guidelines, and sales techniques through ongoing training and professional development opportunities.
Requirements:
- High school diploma or equivalent. Bachelor's degree preferred.
- Proven track record of success in insurance sales or a related field.
- Excellent communication, negotiation, and interpersonal skills.
- Strong sales acumen with the ability to build rapport, overcome objections, and close deals.
- Goal-oriented mindset with a drive to achieve and exceed sales targets.
- Ability to work independently and as part of a team in a fast-paced environment.
- Proficiency in MS Office Suite and CRM software.
- Insurance license (if required by state/regulatory authority).
Benefits:
- Competitive base salary with uncapped commission structure.
- Comprehensive training and ongoing support.
- Opportunities for career advancement and professional development.
- Health insurance, retirement savings plan, and other benefits.
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