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Insurance Professional (Remote)Preferred Choice Financial Group, LLC • Syracuse, New York, United States
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Insurance Professional (Remote)

Preferred Choice Financial Group, LLC
  • US
    Syracuse, New York, United States
  • US
    Syracuse, New York, United States
Postuler Maintenant

À propos

Summary We are seeking a highly-driven, ethical, and organized insurance adviser to join our growing team. In this position, you will provide services to clients who seek a change in their property & casualty insurance. You will establish, maintain, and enhance client relationships to resolve issues and retain customers. You will act as an outside sales agent, selling property, casualty, commercial lines, and other insurance products to provide superior customer service. This is a remote position, so you will need a designated workspace. This position is also commission only.
Insurance Agent Duties and Responsibilities
Approach potential clients by phone, email, or in person
Develop a base for long-term sources of clients by using referrals or groups
Determine the specific needs of particular clients by researching current coverage and available options
Answer questions related to coverage and annual charges
Develop leads and schedule appointments
Utilize a customer-focused, needs-based review of client insurance options to educate clients
Obtain underwriting approval by completing an application for coverage
Update job knowledge by participating in educational opportunities (reading professional publications, maintaining personal networks, participating in professional organizations, etc.)
Insurance Agent Requirements and Qualifications
Bachelor's Degree
Life, Health & Accident License (state dependent) or ability to get
Property Casualty License (state dependent) or ability to get; (NY, OH, FL, PA)
Prior sales experience not necessary
Bilingual in Spanish preferred
Experience with standard business applications including MS Office
Demonstrated entrepreneurial approach to growing business relationships
Critical thinking, proactive attitude, and strong communication skills
Organized, self-motivated, and proactive in problem-solving
Coachable
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  • Syracuse, New York, United States

Compétences linguistiques

  • English
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