Palladino-Watson LLC
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 organizational 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
- Update bookkeeping systems, customer records, and sales databases to report your monthly and/or quarterly progress to goals 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
- Maintain and grow existing portfolios by developing and implementing effective and attentive sales strategies that cultivate long-term customer loyalty
- Create tailored risk management strategies directly with clients that align with their risk profiles
- Continue your education on evolving insurance industry protocols to adequately fulfill all policy requirements and monitor insurance claims to customers’ satisfaction
Qualifications
- Experience with accounting and or sales lead software is a plus
- High school diploma mandatory; four-year undergraduate degree strongly preferred
- Candidates should have basic computer skills and be able to use Microsoft Office programs
- Insurance license required
- Superb analytical, interpersonal communication, and customer service skills are needed to succeed in this role
- Understands this is a commission-based role with income potential based on effort
- Willingness to invest in leads or generate personal lead flow
- Performance-based bonuses
- Understands this is a life insurance position
- Is very coachable and willing to adapt
Compensation
$50,000 - $70,000 yearly
About Palladino-Watson LLC
Palladino-Watson LLC is a group of licensed insurance brokers that are determined to help as many families as possible per year with their insurance needs.