- 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
- Maintain a portfolio of existing customers and pursue insurance sales with new clients by using sales strategies that may include cold calling and networking
- Stay abreast of any changes to rules or policies within the insurance agency to effectively amend insurance programs for existing and prospective clients
- Update reports, records, bookkeeping systems, and other organizational tools to accurately report progress toward monthly insurance sales goals
- Collaborate with policyholders to develop insurance risk management and other profiles that specify the best policies for their evolving insurance needs
- Job seekers must already have or be willing to get an insurance license
- Willingness to learn about the insurance industry, insurance programs, and state and federal regulations that may impact policyholders
- Fundamental computer skills such as experience with Microsoft Office
- Working knowledge of accounting and sales lead software is a plus
- High school diploma necessary; college degree a bonus
At Jones Financial Group, our mission is to empower individuals and families to achieve financial security and build a prosperous future. We are committed to providing personalized financial planning services and investment solutions tailored to the unique needs and goals of each client. Through our unwavering dedication to integrity, transparency, and client-centricity, we aim to be a trusted partner in our clients' financial journeys. Our mission is to guide our clients through the complexities of the financial landscape, offering expert advice, innovative strategies, and comprehensive solutions to help them make informed decisions and achieve their financial objectives. At Jones Financial Group, we strive to be a beacon of financial knowledge, guiding our clients towards a brighter and more prosperous tomorrow.
