Insurance Sales Agent
Palladino-Watson LLC
Posted ago
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!

  • 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
  • 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

$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.

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