Job Description

Are you a people person with keen listening skills, strong attention to detail, and a knack for navigating the finer details in business or financial plans? If so, we're looking for you! We are seeking a definitive decision-maker who is eager to connect new, existing, and prospective clients with the insurance program that best meets their individual needs. Job seekers should be eager yet intuitive communicators with a demonstrated knowledge of different types of insurance policies and excellent organization skills. If you are looking for a flexible full-time position that offers growth opportunities, significant earning potential, and plenty of variety, start your application today!
-Choose between working remotely or from the office for added flexibility.
-Our ideal candidate should have at least a year of experience managing sales, preferably in the financial industry.
-No cold calling
Responsibilities:

• Set meetings with new and potential clients to listen to their needs, taking into account their financial statuses and stage-of-life priorities, and present insurance plan options tailored to their individual circumstances
• Develop and deliver risk management strategies for each customer based on their risk profile
• Keep bookkeeping systems, sales databases, customer records, and related organizational tools current to accurately report progress to monthly and quarterly sales quotas to stakeholders
• Maintain and grow existing portfolios by developing and implementing effective and attentive sales strategies that cultivate long-term customer loyalty
• Remain updated on insurance industry changes and protocols to fulfill all policy requirements and monitor insurance claims from start to finish

Qualifications:

• Demonstrated comprehension of the insurance industry, insurance products, risk management profiles, and associated state and federal regulations
• Candidates should have basic computer skills and be able to use Microsoft Office programs
• Strong interpersonal skills, communication skills, customer service skills, and analytical skills are required
• Proficiency with accounting or sales-related software is helpful

About Company:
We attract a select group of leaders, enterprises, and high achievers eager to jumpstart their sales careers with a fast-paced, stable, and international company. We call that select group Business Athletes that thrive in a positive, advancement-focused culture.
Follow us on Instagram @surace_smith_partners_org

Skills Required