Insurance Advisor: Tailored Coverage & Client Growth

Alchemy Financial Group; Rockingham (NC); On-site; USD 45,000 - 75,000; Full time

Job summary

A growing insurance brokerage is seeking full-time Insurance Brokers to provide tailored services to clients and ensure a high level of customer satisfaction. Candidates should possess excellent communication skills, be detail-oriented, and have an active driver's license. This role offers opportunities for coaching and growth within the company, ideal for individuals with an entrepreneurial mindset looking to succeed in their career.

Qualifications

• Must be at least 18 years or older.
• Active driver's license required.
• Detail-oriented and able to work in teams.

Responsibilities

• Evaluate new customers' insurance needs and coverage.
• Build rapport with customers.
• Ensure all paperwork is up to date.
• Provide professional customer service to clients.

Skills

Excellent communication skills

Detail oriented

Coachable

Team player

Job description

About the Insurance Broker position

Our growing insurance brokerage is looking for full-time brokers to join our team! We will provide the support and resources you need to reach your goals and beyond! If you have a strong drive to succeed, great communication skills, coachability, and a entrepreneur mindset we would love to hear from you.

Insurance Broker responsibilities are:

• Evaluate new customers insurance needs, risks, existing coverage, long term goals, and financial status to create a tailored experience that exceeds expectations
• Building rapport with customers
• Getting details from customers to assist them
• Ensuring all paperwork is up to date
• Provide warm and professional customer service while onboarding new clients and maintaining existing clients
• Being aware of the company’s services/policies
• Working accordingly with company policies

Insurance Broker requirements are:

• Must be at least 18 years or older
• Active drivers license
• Coachable, detail oriented, and a team player
• Communication skills should be excellent