Patello Insurance Group
Are you a people person with keen listening skills, strong attention to detail, and a knack for navigating the finer details in business or financial plans? If so, we’re looking for you! We are seeking a definitive decision-maker who is eager to connect new, existing, and prospective clients with the insurance program that best meets their individual needs. Job seekers should be eager yet intuitive communicators with a demonstrated knowledge of different types of insurance policies and excellent organizational skills. If you are looking for a flexible full-time position that offers growth opportunities, significant earning potential, and plenty of variety, start your application today!
Responsibilities
- Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements, and monitor insurance claims to ensure mutual satisfaction
- Develop and deliver risk management strategies for each customer based on their risk profile
- Update bookkeeping systems, customer records, and sales databases to report your monthly and/or quarterly progress to goals to stakeholders
- 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
- Implement sales strategies and tactics proven effective in maintaining and growing existing customer portfolios comprised of loyal, long-term clients
Qualifications
- Basic computer skills with proficiency with Microsoft Office suite is necessary
- Proficiency with accounting or sales-related software is helpful
- Bachelor’s degree preferred; high school diploma required
- Working knowledge of the insurance industry, insurance products risk management profiles, and related state and federal regulations
- Superb analytical, interpersonal communication, and customer service skills are needed to succeed in this role
- Clean criminal background
- State life insurance license a plus but not required
- Individuals who are coachable
- Individuals Self-Motivated
- Must live in the United States
- Must be 18 years or older
- Willing to get licensed within 90 days of hire
- MUST BE A U.S Citizen
- Must have phone
- Must have either a laptop or tablet to take applications for prospective clients
Compensation
$75,000+ at plan
About Patello Insurance Group
Our passion is serving - clients & our teammates! Our industry is Life Insurance. We have a simple two-part mission. First, we help people across the country find the financial solutions they need to protect their families & their futures. We have partnered with Industry-leading Carriers/Insurance companies to provide our team with a portfolio of products they can be proud to offer their clients. We follow up with families that have requested assistance and work with them to create a solution that best fits their needs and budget.
Second, we are building a world-class team that desires to grow its career by sharing our proven platform