Insurance Sales Representative
Fraser Financial Group
Beverly Hills, CA US
Posted ago
Fraser Financial Group
We are seeking a motivated insurance agent with an entrepreneurial spirit to identify and convert sales leads for insurance policies while overseeing a robust portfolio of clients. The successful candidate will have served in a related insurance industry role in which he or she cultivated a pool of prospective clients through referrals, networking, cold calls, marketing initiatives, and other proactive sales strategies. If you are an enthusiastic, intuitive, and organized professional who thrives in a multifaceted role, this job is for you! We’ll provide you with the training, mentoring, and support you need to take your earning potential into your own hands. If this sounds like you, apply today!
Responsibilities
  • Continue your education on evolving insurance industry protocols to adequately fulfill all policy requirements and monitor insurance claims to customers’ satisfaction
  • Ensure bookkeeping systems, sales databases, and customer records are maintained to report progress toward monthly initiatives to stakeholders
  • Work with policyholders to develop and deliver risk management strategies that fit their individual profiles
  • Devote an unprecedented level of personal attention when implementing a range of effective sales strategies proven to maintain and grow long-term customer base
  • 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
Qualifications
  • Bachelor’s degree preferred; high school diploma required
  • Superb analytical, interpersonal communication, and customer service skills are needed to succeed in this role
  • Working knowledge of the insurance industry, insurance products risk management profiles, and related state and federal regulations
  • Job seekers must have an insurance license
  • Some computer skills with ability to use Microsoft Office is required
Compensation
$75,000 - $100,000 yearly
About Fraser Financial Group

fraserfinancialgroup.com

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