Insurance Agent

Description

Are you a people person with keen listening skills, strong attention to detail, and a knack for navigating the finer details in business or financial plans? If so, we’re looking for you! We are seeking a definitive decision-maker who is eager to connect new, existing, and prospective clients with the insurance program that best meets their individual needs.

Job seekers should be eager yet intuitive communicators with a demonstrated knowledge of different types of insurance policies and excellent organization skills. If you are looking for a flexible full-time position that offers growth opportunities, significant earning potential, and plenty of variety, start your application today!

Responsibilities

• Develop and deliver risk management strategies for each customer based on their risk profile
• Implement sales strategies and tactics proven effective in maintaining and growing existing customer portfolios comprised of loyal, long-term clients
• Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements, and monitor insurance claims to ensure mutual satisfaction
• Set meetings with new and potential clients to listen to their needs, taking into account their financial statuses and stage-of-life priorities, and present insurance plan options tailored to their individual circumstances
• Ensure bookkeeping systems, sales databases, and customer records are maintained to report progress toward monthly initiatives to stakeholders

Qualifications

• Insurance license required
• Basic computer skills with proficiency with Microsoft Office suite is necessary
• Excellent communication, customer service, analytical, and interpersonal skills are necessary
• Demonstrated comprehension of the insurance industry, insurance products, risk management profiles, and associated state and federal regulations
• Experience with accounting and or sales lead software is a plus

Compensation

$250,000/year at plan earnings

About Falcon PG

We provide a platform designed to help professionals grow faster and scale further through:

• Comprehensive onboarding, training, and mentorship
• Leadership development and advancement opportunities
• Proven systems and business-building processes
• Marketing resources and professional development tools
• CRM technology and automated follow-up systems
• Ongoing coaching, accountability, and support
• Flexible remote work environment
• Performance-based compensation with upside earning potential

Pay: $75,000.00 - $150,000.00 per year

Work Location: Hybrid remote in San Diego, CA 92130