Insurance Agent
Fraser Financial Group
Beverly Hills, CA US
Posted ago
Fraser Financial Group
We are eager to take our business to the next level by hiring an experienced insurance agent with a proven track record of maintaining and growing customer portfolios. You’ll hone your sales skills by forging strong relationships that serve as the foundation for our firm’s prestige, and we’ll give you the support you need to reach your earning potential. Embracing a personal approach to insurance sales gives candidates a leg up in this role, which includes developing strategies for promoting all types of new insurance contracts; making changes or additions to existing ones; and collecting key client information for risk profiles used to identify insurance plans for each unique individual. If you’re up for the challenge, apply now!
Responsibilities
  • Create tailored risk management strategies directly with clients that align with their risk profiles
  • Ensure bookkeeping systems, sales databases, and customer records are maintained to report progress toward monthly initiatives to stakeholders
  • Spend time listening to new and potential clients, assess their priorities and finances, and determine suitable insurance plan options that successfully meet their individual insurance needs
  • Implement sales strategies and tactics proven effective in maintaining and growing existing customer portfolios comprised of loyal, long-term clients
  • Continue your education on evolving insurance industry protocols to adequately fulfill all policy requirements and monitor insurance claims to customers’ satisfaction
Qualifications
  • Proficiency with accounting or sales-related software is helpful
  • High school diploma mandatory; four-year undergraduate degree strongly preferred
  • Excellent communication, customer service, analytical, and interpersonal skills are necessary
  • Insurance license required
  • Some computer skills with ability to use Microsoft Office is required
Compensation
$75,000 - $100,000 yearly
About Fraser Financial Group

fraserfinancialgroup.com

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