Entry-Level Insurance Sales Agent

DescriptionWe want to add a motivated and personable new employee to our insurance agent team who is seeking a new learning opportunity with lots of room for growth. The ideal candidate for our entry-level insurance agent position has the solid communication skills it takes to drive insurance sales among potential clients and new clients. Bring a friendly attitude and a passion for customer service, and we'll invest our resources into training you to be a successful insurance sales representative! Responsibilities• Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals • Collect and organize each client's financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations • Assess each client's potential life and financial needs to create an individualized financial plan that leverages the products and services we offer • Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professional • Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products • Serve as an attentive listener when communicating with new and potential clients in order to accurately identify their unique needs prior to pursuing specific insurance sales • Tailor risk management strategies and client profiles to reflect each customer's individual needs • Update reports, records, bookkeeping systems, and other organizational tools to accurately report progress toward monthly insurance sales goals • Stay abreast of any changes to rules or policies within the insurance agency to effectively amend insurance programs for existing and prospective clients • Offer personal attention when pursuing new clients through various marketing strategies to grow your existing portfolio of policyholders Qualifications• Assess each client's potential life and financial needs to create an individualized financial plan that leverages the products and services we offer • Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professional • Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products • Candidates must have or be willing to get an insurance license • Basic understanding of sales lead or accounting software is helpful • Must be a superb communicator able to carefully analyze complex ideas like insurance programs; experience working in customer service is beneficial • Bachelor's degree preferred; high school diploma mandatory • Fundamental computer skills such as experience with Microsoft Office