Insurance Sales Representative
Portal Insurance
Posted ago
Portal Insurance
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!
  • Update bookkeeping systems, customer records, and sales databases to report your monthly and/or quarterly progress to goals to stakeholders
  • Implement sales strategies and tactics proven effective in maintaining and growing existing customer portfolios comprised of loyal, long-term clients
  • 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
  • Work with policyholders to develop and deliver risk management strategies that fit their individual profiles
  • Remain updated on insurance industry changes and protocols to fulfill all policy requirements and monitor insurance claims from start to finish
  • Strong interpersonal skills, communication skills, customer service skills, and analytical skills are required
  • Proficiency with accounting or sales-related software is helpful
  • Working knowledge of the insurance industry, insurance products risk management profiles, and related state and federal regulations
  • Candidates should have basic computer skills and be able to use Microsoft Office programs
  • High school diploma required; bachelor’s degree preferred
$30,000 - $300,000 yearly
About Portal Insurance

At Portal Insurance, our purpose is to make your day better. That may mean that we free up space in your budget through savings, secure your position in your community by protecting your business, or just care about you as a person. Whether you are a new home buyer, real estate investor, small business owner, or trucker, give Portal a try today.

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