Job Summary

We are looking for a motivated and customer-oriented Insurance Sales Representative to join our team. The Insurance Sales Representative will be responsible for selling insurance products, providing clients with expert advice, and ensuring their insurance needs are met. This role requires strong communication skills, a good understanding of insurance products, and a passion for helping clients protect their assets. If you thrive in a sales environment and enjoy building relationships, we want to hear from you!

Responsibilities

• Generate leads and develop new business by reaching out to potential clients through various channels, including cold calling, networking, and referrals.
• Assess clients’ insurance needs and provide tailored insurance solutions, including life, health, auto, and property insurance.
• Educate clients about different insurance products, coverage options, and policy terms.
• Prepare and present insurance quotes and proposals to clients, highlighting key benefits and features.
• Maintain strong relationships with clients, addressing any questions or concerns throughout the policy lifecycle.
• Stay informed about industry trends, changes in regulations, and new insurance products to provide clients with accurate and up-to-date information.
• Meet or exceed individual sales targets and performance metrics.
• Maintain accurate records of client interactions, sales activities, and policy information in CRM software.

Requirements

• Proven experience as an Insurance Sales Representative, Sales Agent, or similar role.
• Strong understanding of insurance products and sales techniques.
• Excellent communication, negotiation, and interpersonal skills.
• Ability to build rapport with clients and understand their insurance needs.
• Valid insurance license as required by state regulations.
• Proficiency in CRM software and Microsoft Office Suite.
• High school diploma or equivalent; a Bachelor’s degree in Business, Finance, or a related field is a plus.
• Availability to work flexible hours, including evenings and weekends if needed.

Work Environment

• Office-based, remote, or hybrid work environment (specify based on company policy).
• Fast-paced and target-driven atmosphere with opportunities for professional growth and advancement.
• May involve occasional travel for client meetings and networking events.