Insurance Sales Agent
The Catlett Team
Washington D.C., DC US
Posted ago
The Catlett Team
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!
  • Listen attentively to new and potential clients, evaluate their needs and their financial statuses, and propose ideal plan options for their unique circumstances and insurance needs
  • Update bookkeeping systems, customer records, and sales databases to report your monthly and/or quarterly progress to goals to stakeholders
  • Develop and deliver risk management strategies for each customer based on their risk profile
  • Devote an unprecedented level of personal attention when implementing a range of effective sales strategies proven to maintain and grow long-term customer base
  • Continue your education on evolving insurance industry protocols to adequately fulfill all policy requirements and monitor insurance claims to customers’ satisfaction
  • Basic computer skills with proficiency with Microsoft Office suite is necessary
  • High school diploma mandatory; four-year undergraduate degree strongly preferred
  • Insurance license required
  • Some experience with accounting or sales lead software is beneficial
  • Excellent communication, customer service, analytical, and interpersonal skills are necessary
About The Catlett Team

The Catlett Team is a top-producing Real Estate Team. Crossing into the insurance industry to better serve our clients and their entire Finacial house. We specialize in client care and hold a high level of client satisfaction!

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