Insurance Agent

The Family Security Plan; Moorestown Township (NJ); On-site; USD 55,000 - 65,000; Full time

Benefits offered by this job

Bonuses

Profit sharing

Paid holidays

Paid time off

Exotic award trips

Excellent benefits

Paid training

Job summary

The Family Security Plan is seeking an Insurance Agent to expand the policyholder community by building relationships, generating referrals, and cultivating sales opportunities within credit unions and clients.

The role emphasizes sales performance, integrity, and customer service, with continuous training and collaboration across teams to maximize premium revenue and client value.

Qualifications

• Proven track record in sales.
• Insurance sales experience and/or licensing preferred.
• Strong communication skills, both verbal and written.
• Ability to travel to worksite locations as required.
• Coachable with a willingness to learn and adapt.
• Access to a reliable internet connection from a secure location.

Responsibilities

• Maintain a valid insurance sales license and fulfill continuing education requirements as needed.
• Engage with credit union members through various channels to offer insurance products and services available through credit union membership.
• Drive referrals through existing and new business relationships.
• Acquire new SEG/Business Opportunities (minimum 1 per month).
• Foster relationships with credit union contacts to identify and generate new sales opportunities.
• Close sales efficiently, ensuring all relevant paperwork is completed accurately and submitted to the appropriate credit union.
• Develop and sustain professional relationships with credit union staff, worksite personnel, and other employer group contacts.
• Participate in weekly and monthly sales meetings as required by the regional manager or sales leader.

Skills

Sales

Communication

Coachable

Time management

Interpersonal skills

Attention to detail

Integrity

Education

Insurance sales licensing preferred

Tools

Email & Internet

Job description

The Insurance Agent plays a vital role in expanding our policyholder community by building business relationships, generating referrals, cultivating sales opportunities, and maintaining ongoing sales efforts. This role is essential for promoting our products and services and strengthening partnerships with credit unions and clients.

What's in it for you?

• Base pay plus incentives, bonuses, profit share, paid holidays, paid time off, exotic award trips, excellent benefits, and paid training.
• $55,000 starting base salary, increasing to $60,000 after 4 months and $65,000 after 8 months of active employment.

This position is a fit for you, if you:

• Are driven and goal oriented
• Are technologically savvy
• Have a high level of integrity with the desire to help others
• Are coachable
• Are positive
• Are resilient

Responsibilities:

• Maintain a valid insurance sales license and fulfill continuing education requirements as needed.
• Engage with credit union members through various channels to offer insurance products and services available through credit union membership.
• Drive referrals through existing and new business relationships.
• Acquire new SEG/Business Opportunities (minimum 1 per month).
• Foster relationships with credit union contacts to identify and generate new sales opportunities.
• Successfully complete training and required sales courses.
• Assess client and member needs to provide tailored insurance solutions that protect families and add value to credit union members.
• Close sales efficiently, ensuring all relevant paperwork is completed accurately and submitted to the appropriate credit union.
• Develop and sustain professional relationships with credit union staff, worksite personnel, and other employer group contacts.
• Participate in weekly and monthly sales meetings as required by the regional manager or sales leader.
• Follow attendance and reporting procedures as directed by the regional manager.
• Submit non-branch activity logs same day of off-site visits.
• Consistently achieve daily PRO level sales and report total premiums, deductions, new members, and annual savings to credit unions, when applicable.
• Produce accurate, high-quality applications and documentation, submitting them per the manager's schedule.
• Collaborate with credit union branch managers to maximize sales potential.
• Uphold and demonstrate PFP Core Values: Caring, Drive, Resilience, Integrity, and Passion.

Qualifications:

• Proven track record in sales.
• Insurance sales experience and/or licensing preferred.
• Strong communication skills, both verbal and written.
• Ability to travel to worksite locations as required.
• Proficiency with internet and email communication.
• Access to a reliable internet connection from a secure location.
• Coachable with a willingness to learn and adapt.
• Strong interpersonal skills and ability to work collaboratively with others.
• Excellent time management, organizational, and prioritization skills.
• High attention to detail.
• Consistently maintain a positive attitude and professional demeanor.
• Demonstrate ethical sales practices and ensure compliance with all relevant regulations.

*Failure to pass an internet speed test will suspend the employment onboarding process, as all employees are required to have a secure and reliable internet connection*