Insurance Sales

• Client Acquisition & Relationship Building:

  Source leads (cold calls, networking, referrals), meet prospects, build trust, and maintain strong client relationships.

• Needs Assessment:

  Conduct fact-finding to understand clients' financial situations, risks, and long-term goals.

• Policy Sales & Advice:

  Explain different policies (life, health, auto, etc.), propose customized plans, calculate rates, and guide clients to the best coverage.

• Policy Management:

  Prepare quotes, complete applications, handle policy renewals, process changes (like beneficiaries), and assist with claims.

• Administrative Duties:

  Maintain client records, generate sales reports, and ensure compliance with company guidelines.

• Professional Development:

  Stay informed on industry news, new products, and regulations.

Essential Skills:

• Strong verbal & written communication.

• Persuasion & negotiation.

• Active listening & analysis.

• Customer service & relationship building.

• Organization & time management.

• Computer proficiency (software, databases).

What They Sell:

• Property & Casualty: Auto, home, theft, workers' compensation.

• Life Insurance: Policies paying beneficiaries upon death, plus annuities.

• Health Insurance: Medical, dental, disability, long-term care.

• It is a Full Time Telesales / Telemarketing job for candidates with 0 - 6+ years Experience.