Licensed Insurance Sales Agent
InCite Performance Group
Houston, TX US
Posted ago
InCite Performance Group
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!
  • 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
  • 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
  • Continue your education on evolving insurance industry protocols to adequately fulfill all policy requirements and monitor insurance claims to customers’ satisfaction
  • Maintain and grow existing portfolios by developing and implementing effective and attentive sales strategies that cultivate long-term customer loyalty

  • 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
  • Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements and monitor insurance claims to ensure mutual satisfaction
  • Work with policyholders to develop and deliver risk management strategies that fit their individual profiles

  • Candidates must have an insurance license
  • Proficiency with accounting or sales-related software is helpful
  • High school diploma required; bachelor’s degree preferred
  • Strong interpersonal skills, communication skills, customer service skills, and analytical skills are required
  • Demonstrated comprehension of the insurance industry, insurance products, risk management profiles, and associated state and federal regulations

  • Experience with accounting and or sales lead software is a plus
  • Proven understanding of the insurance industry, including insurance products, risk management, and any state and federal regulations
  • Strong interpersonal skills, communication skills, customer service skills, and analytical skills are required

$75,000 yearly DOE
About InCite Performance Group

InCite Performance Group is a high-performing consulting firm. We are identifying high-performing producers for our network of insurance agencies throughout Houston, TX.

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