Insurance Sales Agent
Center For Wealth Preservation
Syosset, NY US
Posted ago
Center For Wealth Preservation

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, please connect with us today to discuss the next steps!

Responsibilities
  • Set meetings with new and potential clients to listen to their needs, taking into account their financial statuses and stage-of-life priorities, and present insurance plan options tailored to their individual circumstances
  • Ensure bookkeeping systems, sales databases, and customer records are maintained to report progress toward monthly initiatives to stakeholders
  • 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
  • Remain updated on insurance industry changes and protocols to fulfill all policy requirements and monitor insurance claims from start to finish
Qualifications
  • Experience with accounting and or sales lead software is a plus
  • Job seekers must have an insurance license
  • Demonstrated comprehension of the insurance industry, insurance products, risk management profiles, and associated state and federal regulations
  • High school diploma required; bachelor’s degree preferred
  • Candidates should have basic computer skills and be able to use Microsoft Office programs
Compensation
$50,000 - $60,000 yearly
About Center For Wealth Preservation

The Center for Wealth Preservation was founded with the mission of assisting clients in every aspect of their financial lives. We provide the most comprehensive and personal service available, thus earning a reputation for excellence in our industry. For each client, we strive to help create financial stability and security for a life of greater confidence, choice, and freedom. 

Who knew a day at the office could be so rewarding? Anyone will tell you if there’s honor in what you do, it can make a world of difference. Our Financial Services Professionals take pride in their credibility as trusted business professionals who help others.

We have 5 areas of practice specialization:

  • Business Solutions
  • Education Planning
  • Estate Planning
  • Retirement Planning
  • Special Needs Planning

APPLY NOW
Acceptable file formats include .doc, .docx, .pdf, .txt.
By applying, you consent to WizeHire's Privacy Policy.