Insurance Sales Consultant
3 weeks ago
Avelar Insurance & Financial Services Inc. is seeking a knowledgeable Insurance Sales Consultant to join our dedicated team. The ideal candidate will possess a strong background in insurance services, particularly in property, auto, and commercial policies. A valid OTL license is essential for providing exceptional service and sales support to our clients.
Key Responsibilities:
- Develop and maintain personalized communication with clients through various channels including phone, email, and in-person meetings.
- Create a welcoming environment that fosters trust and encourages clients to explore their insurance options.
- Provide expert guidance on insurance products while ensuring compliance with underwriting policies.
- Collaborate with team members to effectively service existing clients and manage policy modifications.
- Conduct follow-ups with clients to address outstanding requests and inquiries.
- Engage in discussions with clients to identify their specific insurance needs and present tailored solutions.
- Proven experience in insurance sales and client service.
- Possession of a Property and Casualty license (OTL preferred or RIBO license).
- Prior experience in sales and customer service in various industries.
- Fluency in English is required; proficiency in Spanish is an asset.
- LLQP life insurance license is advantageous.
- Willingness to invest time and resources to obtain the OTL license if not already held.
- Exceptional communication and interpersonal abilities.
- Strong listening skills and the ability to build rapport with clients.
- Effective time management and multitasking capabilities.
- Proficient telephone etiquette and customer interaction skills.
- Ability to apply underwriting guidelines appropriately based on client profiles.
This position is with an independent contractor agent affiliated with Avelar Insurance & Financial Services Inc. Employment decisions are made solely by the independent contractor agent.
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