Insurance Account Rep – Growth, Benefits & Licensing

Insurespotsy; Fredericksburg (VA); On-site; USD 52,000 - 70,000; Full time

Benefits offered by this job

Opportunity for advancement

Paid time off

Parental leave

401(k)

401(k) matching

Bonus based on performance

Health insurance

Vision insurance

Job summary

Vomund Ins and Fin Svcs Inc, located in Fredericksburg, VA, is seeking an Account Representative - Sales to drive new customer acquisition and deliver tailored insurance and financial services solutions. You will cultivate leads from personal networks and community events, building rapport through needs-based conversations and professional guidance.

The role emphasizes licensing across Property, Casualty, Life, and Health lines, superior communication, and ongoing education.

Qualifications

• Licensed in Property, Casualty, Life, and Health Insurance in their resident state (or the ability to obtain licenses).
• Ability to solve problems using provided resources.
• Comfortable speaking with clients, whether over the phone or in person.
• Persuasive reasoning and listening skills.
• High School diploma or equivalent.

Responsibilities

• Develops leads through personal networking, community events and the use of warm leads.
• Contacts prospects according to Acquisition Follow Up Program.
• Conducts needs based conversations with prospects to understand risks, exposures, and customer needs.
• Asks clarifying and qualifying questions to identify unmet needs, wants, and dreams.
• Helps prospects and customers understand potential threats.
• Educates prospects and customer on features and benefits of insurance and financial services products.
• Builds customized insurance and financial services packages to meet customer's needs.
• Documents interactions and sales appropriately, based on office standards.
• Maintains an awareness of insurance and financial services markets and competitor offerings.
• Completes licensing, continuing educations, certifications and compliance learnings as required.
• Refers financial services needs to Account Manager - Sales or Financial Services Representative as necessary.

Skills

Licensed insurance

Sales ability

Communication

Education

High school diploma

Job description

Vomund Ins and Fin Svcs Inc, located in Fredericksburg, VA, is seeking an Account Representative - Sales to drive new customer acquisition and deliver tailored insurance and financial services solutions. You will cultivate leads from personal networks and community events, building rapport through needs-based conversations and professional guidance.

The role emphasizes licensing across Property, Casualty, Life, and Health lines, superior communication, and ongoing education.