Description

Jump into the world of financial sales by applying to join our growing team as an entry-level insurance agent! We are looking for a people person with strong listening skills, attention to detail, and the ability to effectively communicate financial strategies and plans to new customers. Our ideal candidate will find fulfillment in educating and helping clients through a mix of networking, referrals, and marketing strategies. If you're seeking a remote, flexible, full-time, or part-time position that offers a world of advancement potential, send us your resume today!

Responsibilities
• Develop risk management strategies for each customer to ensure his or her policy needs are continuously met
• Maintain a portfolio of existing customers and pursue insurance sales with new clients by using sales strategies that may include cold calling and networking
• Conduct meetings with new and potential clients and carefully listen to their individual circumstances in order to present the best insurance policies to meet their needs
• Remain updated about insurance industry changes that may affect customers in your portfolio
• Keep an accurate log of sales databases, client reports, bookkeeping records, and more to share progress toward goals with key stakeholders

Qualifications
• Must be willing to go through our training program to learn fundamental skills and how to apply them through real experience
• No previous financial experience is required; customer service and/or education experience is a plus
• Open to learning new financial concepts and becoming educated about the relevant state and federal regulations
• Candidates must have or be willing to get the required license
• Fundamental computer skills, such as experience with Microsoft Office, are a plus
• Curious and communicative people excel in our team