An insurance sales representative is needed to work at [Your Company Name] full-time. As an insurance sales agent for [Your Company Name], you must contact potential clients, network with potential clients, and ensure these clients use our service through cold-calling and referral contacts. As an insurance sales agent, it will be your responsibility to design and use marketing strategies as well as the strategies in accordance with our policies. It will also be your responsibility to collect information from clients, create reports on your success, check claims, and ensure you have access to the latest insurance sales techniques. If you are capable of doing all this, as well as applying yourself full-heartedly to a sales position, this job may be for you. You must be confident in your cold-calling and contact ability, as well as your ability to form new relationships with customers and improve existing relationships. If you can do all this, we would love to have you on our team.
Typical duties and responsibilities
- Assess client needs and promote suitable insurance products
- Seek out and network with potential new clients
- Fill out and submit applications
- Issue quotes, maintain client records and prepare reports
- In the event of a claim, help clients file and receive financial compensation for their loss
Education and experience
A high school diploma or its equivalent is required for this position. However, some companies and insurance agencies may prefer agents to have an associate or bachelor’s degree. Employers prefer coursework in sales, business, finance, accounting, and related subjects.
Required skills and qualifications
- A high school diploma or its equivalent is required for this position. However, some companies and insurance agencies may prefer agents to have an associate or bachelor’s degree. Employers prefer coursework in sales, business, finance, accounting, and related subjects.
Preferred qualifications
- Strong background in insurance
- 3+ years of experience working in sales
