• Keep an accurate log of sales databases, client reports, bookkeeping records, and more to share progress toward goals with key stakeholders
• Remain updated about insurance industry changes that may affect customers in your portfolio
• Maintain a portfolio of existing customers and pursue insurance sales with new clients by using sales strategies that may include cold calling and networking
• Tailor risk management strategies and client profiles to reflect each customer’s individual needs
• Spend time listening to existing, new, and prospective clients to evaluate their needs and stage-of-life priorities before presenting insurance plan options for their specific circumstances

• Fundamental computer skills such as experience with Microsoft Office
• Valid insurance license required or candidates must be willing to get licensed
• Excellent analytical, interpersonal, and communications skills are necessary; customer service skills are helpful
• Willingness to learn about the insurance industry, insurance programs, and state and federal regulations that may impact policyholders
• Experience using accounting or sales-related software is beneficial

At Andrews Financial Group, our mission is to empower clients to achieve financial freedom and success through personalized solutions, integrity, innovation, diversity, education, and community engagement.