Client-Focused Insurance Advisor

Summit Prime Inc.; Charlotte (NC); On-site; USD 45,000 - 65,000; Full time

Job summary

Summit Prime Inc. in Charlotte, NC is seeking a full-time Insurance Agent to help individuals and businesses protect their assets with tailored coverage. You will meet clients, assess needs, and provide personalized solutions while delivering exceptional service.

You will manage a growing client portfolio and stay current with industry trends and regulatory changes to ensure compliant recommendations. You will collaborate with other agents and support staff in our Charlotte office; compensation

Qualifications

• High school diploma or equivalent is required.
• Valid insurance license is required.
• Strong understanding of insurance products and services.
• Excellent communication and interpersonal skills.
• Ability to work independently and as part of a team.

Responsibilities

• Sell insurance products to individuals and businesses.
• Provide exceptional customer service and build client relationships.
• Meet with clients to discuss insurance needs and provide personalized solutions.
• Maintain and grow a portfolio of clients.
• Stay up-to-date with industry trends and regulations to ensure compliance.

Skills

Excellent communication

Interpersonal skills

Independent worker

Team collaboration

Education

High school diploma or equivalent

Insurance license

Job description

Summit Prime Inc. in Charlotte, NC is seeking a full-time Insurance Agent to help individuals and businesses protect their assets with tailored coverage. You will meet clients, assess needs, and provide personalized solutions while delivering exceptional service.

You will manage a growing client portfolio and stay current with industry trends and regulatory changes to ensure compliant recommendations. You will collaborate with other agents and support staff in our Charlotte office; compensation