Captive Insurance & Annuity Sales Pro

First Catholic Slovak Union; Independence (OH); On-site; USD 50,000 - 70,000; Full time

Job summary

A regional insurance company in Independence, Ohio is looking for a motivated individual to drive sales and generate leads in the insurance sector. The ideal candidate will manage client consultations, customize insurance programs, and provide assistance through the claims process. Excellent communication and a sales-oriented mindset are crucial. The role requires adherence to state licensing regulations and will involve maintaining accurate client records to ensure service excellence.

Qualifications

• State-required insurance licenses are mandatory.
• Strong sales focus to meet monthly and annual quotas is essential.
• Excellent communication skills are needed to build client relationships.

Responsibilities

• Prospect and network to generate new leads.
• Assess client risks and customize insurance programs.
• Handle policy renewals and assist with claims.

Skills

Sales skills

Customer service skills

Networking skills

Communication skills

Education

State-required insurance licenses

Job description

A regional insurance company in Independence, Ohio is looking for a motivated individual to drive sales and generate leads in the insurance sector. The ideal candidate will manage client consultations, customize insurance programs, and provide assistance through the claims process. Excellent communication and a sales-oriented mindset are crucial. The role requires adherence to state licensing regulations and will involve maintaining accurate client records to ensure service excellence.