Insurance and Financial Services Professional
3 weeks ago
Insurance & Financial Services Advisor Role
We are seeking a skilled professional to join our team at Charon Clute Insurance Agency Inc. as an Insurance & Financial Services Advisor. This role involves developing leads, scheduling appointments, identifying customer needs, and selling appropriate products and services.
Responsibilities:
- Develop and implement sales strategies to meet and exceed sales targets
- Work closely with the agent and other team members to establish and meet sales goals
- Respond to client inquiries and concerns regarding coverages, policy changes, claim submissions, and billing issues
Requirements:
- OTL or RIBO and/or LLQP license preferred but not required at the time of interview
- OTL will need to be obtained prior to start date at applicant cost with employer reimbursement after meeting set employment criteria
- LLQP will be required within 3 months of employment start date
- Sales experience and a successful track record of meeting sales goals/quotas preferred
- Excellent interpersonal, communication, and problem-solving skills
- Ability to work in a team environment and make presentations to potential customers
- Proficient in Microsoft Office: Word, Excel, and Outlook
Why Join Us?
- Competitive base salary with commission and bonuses
- Professional development opportunities
- Collaborative and supportive team environment
- Chance to make a real difference in customers' lives
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