Licensed Insurance Sales Agent
Patello Insurance Group
Pittsburgh, PA US
Posted ago
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!

  • 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
  • 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

$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

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