Insurance Sales Representative

Job Description

The Insurance Sales Representative primarily focuses on selling Life Insurance, Property & Casualty, and Auto Insurance products within a small sales team of 2-5 members. This role involves managing client relationships, preparing quotes, and facilitating policy renewals, utilizing tools such as Salesforce, Agency Zoom, and Ricochet. The position does not require travel and offers growth opportunities including specialization in specific insurance products.

Responsibilities

• Prospect and identify potential clients
• Prepare accurate insurance quotes tailored to client needs
• Deliver effective sales presentations to prospective clients
• Provide ongoing customer service and support
• Manage policy renewals to maintain client coverage
• Build and maintain strong client relationships

Preferred Qualifications

• Entry-level experience in insurance sales
• High school diploma or equivalent
• State Insurance License
• Proficiency in sales techniques and customer relationship management
• Strong communication and negotiation skills
• Effective time management and problem-solving abilities
• Adaptability in a dynamic sales environment