Insurance Agent

Description

We're seeking an outside sales representative to identify new target buyers and upsell to current customers to achieve sales goals. The ideal candidate is a service-oriented outside sales expert that can prospect, present, and close deals efficiently. If you are looking to combine your communication and prospecting skills with your outside sales experience to leverage a more lucrative career in the industry, we want you on our team!

Responsibilities
• Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
• Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
• Compile each client's financial information to determine financial goals, financial status, cash flow, and financial expectations
• Customize financial plans for each client based on potential life changes and changing financial needs
• Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
• Close the deal after creating, presenting, and negotiating a solution to your prospects
• Use your prospecting and follow-up skills with potential customers online, in-person, or on the phone to uncover potential upsells and new clients
• Secure new deals and target buyers quickly, give them the information they need to envision our brand and close deals efficiently
• Pinpoint and overcome potential obstacles such as competition, pain points, budgets, and timelines by qualifying your prospective customers quickly and thoroughly
• Position us as the clear and obvious choice in our market through competitive analysis and product trends

Qualifications
• Superior relationship skills, communication skills, and customer service skills are necessary
• Entrepreneurial mindset
• Relevant knowledge of the financial industry, financial products, and best practices is preferred
• Experience in sales & finance is helpful but not required
• At least 2 years of outside sales experience preferred
• Stellar communication, presentation, persuasion, interpersonal, and negotiating skills
• Some industry or product knowledge preferred and a High school diploma is required
• You are an organized, detail and deadline-oriented self-starter who loves contributing your team's goals
• A consistent top performer in sales