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- Houston, Texas, United States
- Houston, Texas, United States
Über
Responsibilities
Update reports, records, bookkeeping systems, and other organizational tools to accurately report progress toward monthly insurance sales goals
Conduct meetings with new and potential clients and carefully listen to their individual circumstances in order to present the best insurance policies to meet their needs
Implement marketing strategies including, but not limited to, cold calling and networking to connect with potential clients while simultaneously maintaining a portfolio of current clients
Stay abreast of any changes to rules or policies within the insurance agency to effectively amend insurance programs for existing and prospective clients
Collaborate with policyholders to develop insurance risk management and other profiles that specify the best policies for their evolving insurance needs
Meet with individuals, families, and business owners to assess their financial needs, goals, and priorities
Develop personalized financial strategies focused on protection, wealth accumulation, retirement planning, and estate conservation
Educate clients on risk management solutions, life insurance, long-term care planning, and retirement income strategies
Help business owners design solutions for key employee retention, business succession planning, executive benefits, and business protection
Build and maintain long‑term client relationships through ongoing service and periodic financial reviews
Identify opportunities to expand client relationships through referrals, networking, and community involvement
Stay current on financial products, industry trends, and regulatory requirements
Collaborate with specialists and other professionals when appropriate to provide comprehensive financial solutions
Qualifications
Basic understanding of sales lead or accounting software is helpful
Willingness to learn about the insurance industry, insurance programs, and state and federal regulations that may impact policyholders
Candidates must have or be willing to get an insurance license
Candidates must have some computer experience, including the ability to effectively use Microsoft Office programs
Strong analytical, communication, and interpersonal skills required; customer service experience is a plus
Strong interpersonal and relationship‑building skills
Enterprising mindset with a desire to build and grow a business
Excellent communication and presentation abilities
Self‑motivated with strong organizational and time‑management skills
Sales, business development, financial services, banking, insurance, real estate, or consulting experience is preferred but not required
Compensation Compensation:
$60,000 - $100,000 per year
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Sprachkenntnisse
- English
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