B2B Insurance Solutions Advisor

Canyon Creek Financial LLC.; Camas (WA); On-site; USD 65,000 - 85,000; Full time

Job summary

Canyon Creek Financial is seeking an Insurance Sales Representative in Washington. This full-time independent contractor role focuses on helping businesses and individuals choose supplemental insurance to protect teams and families.

You will meet with local business owners, educate clients through personalized consultations, and build long-term relationships via ongoing service and support. Local travel is involved.

Qualifications

• Experience in insurance or financial services preferred.
• Ability to network with local business owners and conduct consultations.
• Proven in building lasting client relationships.

Responsibilities

• Connect with local business owners (B2B, face-to-face) to introduce supplemental insurance solutions.
• Conduct personalized consultations to educate and enroll clients in the coverage that best meets their needs.
• Build and maintain long-term client relationships by providing ongoing service and guidance.
• Expand your business through community outreach, networking, and referrals, while representing Canyon Creek Financial with integrity.

Skills

Relationship building

Consultative selling

Networking

Customer service

Tools

CRM software

Job description

Canyon Creek Financial is seeking an Insurance Sales Representative in Washington. This full-time independent contractor role focuses on helping businesses and individuals choose supplemental insurance to protect teams and families.

You will meet with local business owners, educate clients through personalized consultations, and build long-term relationships via ongoing service and support. Local travel is involved.