Insurance Sales Agent
Job Description

Insurance Sales Agent Job Description

Insurance Sales Agent Job Overview

An insurance agent works with individual customers to evaluate their circumstances and financial resources and presents various insurance plans that can meet their needs. They are responsible for growing our customer base and driving insurance sales through networking, referrals, and marketing strategies. Insurance agents are also required to submit applications; issue quotes; compile and maintain records; prepare reports; and assist with the claims process. They may work for insurance agencies and brokerages, or for specific insurance companies.

Insurance Sales Agent Job Template

Insurance Sales Agent Job Summary

Are you a motivated people person looking for the chance to break into a new industry? If the answer is “yes”, we are looking for you! Jump-start your career by joining our growing team as an entry-level insurance agent. Candidates with strong interpersonal communication skills will hit the ground running to facilitate insurance sales among new and prospective clients. Job seekers must have strong organization skills, attention to detail, and an enthusiastic approach to customer service. If you’re interested in an exciting opportunity to become a top-notch insurance sales representative please apply today!

Location

Ashburn, VA

Insurance Sales Agent Responsibilities

  • 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
  • Collaborate with policyholders to develop insurance risk management and other profiles that specify the best policies for their evolving insurance needs
  • Update reports, records, bookkeeping systems, and other organizational tools to accurately report progress toward monthly insurance sales goals
  • Commit to remaining educated about the various types of insurance, insurance-related protocols, and policy changes to ensure fulfillment of program requirements and ensure our customers are satisfied

Insurance Sales Agent Qualifications

  • High school diploma required; bachelor’s degree a plus
  • Candidates must have or be willing to get an insurance license
  • Experience using accounting or sales-related software is beneficial
  • Willingness to learn about the insurance industry, insurance programs, and state and federal regulations that may impact policyholders
  • Strong analytical, communication, and interpersonal skills required; customer service experience is a plus
  • Candidates must have some computer experience, including the ability to effectively use Microsoft Office programs

Insurance Sales Agent Compensation

$57,070 (National Average)

Industry Tested

391 managers have hired successfully with this template on WizeHire.

High Quality

This template attracts 30% more quality candidates at 1/10 of the average cost per hire.

DISC Optimized

This template has been written for the ideal insurance sales agent's personality type.

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