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Insurance Sales Representative

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Combined Insurance Sales Representative helps clients understand their insurance needs and recommends appropriate policies, while also managing client relationships and growing their customer base. They explain various insurance options, assist with the claims process, and may also advise on related financial planning matters. Key Responsibilities:

  • Client Needs Assessment: Identifying and understanding the specific insurance needs of potential and existing clients.
  • Policy Recommendations: Suggesting and explaining insurance policies that best meet individual needs and budgets.
  • Sales and Relationship Building: Selling insurance products, developing and maintaining client relationships, and expanding the client base.
  • Claims Assistance: Helping clients navigate the claims process and providing support.
  • Financial Planning Advice: In some cases, providing advice on retirement, estate planning, and other related financial matters.
  • Record Keeping: Maintaining accurate records of client information and policies.
  • Industry Knowledge: Staying up-to-date on insurance industry trends, regulations, and products.
  • Communication and Interpersonal Skills: Effectively communicating with clients, building rapport, and addressing their questions

Job Type: Full-time

Pay: $68,085.04 - $81,994.88 per year

Benefits:

  • Disability insurance
  • Flexible schedule
  • Tuition reimbursement

Work Location: In person

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