Insurance Sales Representative

Job Description

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Insurance Sales Representative Job Description

 

Job Title: Insurance Sales Representative

 

Job Summary:

As an Insurance Sales Representative, you will be responsible for generating new business by prospecting, qualifying leads, and selling insurance policies to clients. You will work closely with clients to assess their insurance needs, provide advice on coverage options, and provide ongoing support and service to ensure customer satisfaction.

 

Key Responsibilities:

- Prospect for new business through outbound calling, email campaigns, and other sales and marketing activities.

- Qualify leads and set up appointments to meet with potential clients.

- Assess clients' insurance needs and provide advice on coverage options, including policy features, pricing, and benefits.

- Sell insurance policies to clients and assist them in selecting the best coverage for their needs.

- Develop and maintain relationships with clients to ensure customer satisfaction and maximize revenue growth.

- Follow up with clients to provide ongoing support and service, including policy renewals and claims processing.

- Meet or exceed sales targets and quotas, and maintain accurate sales records.

- Keep up-to-date with industry trends and regulations to ensure compliance with applicable laws and regulations governing insurance sales.

- Utilize sales tools and technologies to manage customer information, track sales activity, and optimize sales processes.

- Prepare sales forecasts and reports for senior management and participate in sales meetings and planning sessions.

- Ensure compliance with all company policies and procedures, as well as applicable laws and regulations governing insurance sales.

 

Qualifications:

- High school diploma or equivalent, with a college degree preferred.

- Minimum of 2 years of experience in sales or a related field.

- Strong communication and interpersonal skills, with the ability to build rapport with clients and team members.

- Strong analytical and problem-solving skills, with the ability to identify and address customer needs and objections.

- Knowledge of insurance products and coverage options, as well as applicable laws and regulations governing insurance sales.

- Experience with sales tools and technologies, such as CRM software and sales automation tools.

- Ability to work effectively in a fast-paced, deadline-driven environment.

- Valid insurance license and ability to obtain additional licenses as needed.

 

If you meet the qualifications outlined above and are interested in joining our team, please submit your resume and cover letter for consideration. We look forward to hearing from you.