Insurance Professional (Remote)

Preferred Choice Financial Group, LLC; City of Syracuse (NY); Remote; USD 50,000 - 90,000; Full time

Job summary

A growing insurance brokerage is seeking a highly-driven insurance adviser in Syracuse, New York. In this commission-only, remote role, you'll establish and enhance client relationships while providing property and casualty insurance services. Ideal candidates will have a Bachelor's Degree, relevant licenses (or the ability to obtain), and strong communication skills. Bilingual in Spanish is preferred. You'll be expected to approach clients, develop long-term relationships, and answer inquiries about coverage options.

Qualifications

• Life, Health & Accident License (state dependent) or ability to get.
• Property Casualty License (state dependent) or ability to get.
• Coachable and proactive in problem-solving.
• Sales experience not required.
• Bilingual in Spanish preferred.
• Experience with MS Office.
• Entrepreneurial approach to growing relationships.
• Critical thinking, proactive attitude, and strong communication skills.

Responsibilities

• Approach potential clients by phone, email, or in person.
• Develop long-term client sources through referrals or groups.
• Determine specific needs by researching current coverage.
• Answer questions related to coverage and annual charges.
• Develop leads and schedule appointments.
• Educate clients using needs-based insurance reviews.
• Obtain underwriting approval by completing coverage applications.
• Update knowledge through education and networking.

Skills

Bilingual in Spanish

Strong communication skills

Critical thinking

Organized

Self-motivated

Organized & proactive

Coachable

Relationship building

Sales mindset

Education

Bachelor's Degree

Tools

MS Office

Job description

Summary

We are seeking a highly-driven, ethical, and organized insurance adviser to join our growing team. In this position, you will provide services to clients who seek a change in their property & casualty insurance. You will establish, maintain, and enhance client relationships to resolve issues and retain customers. You will act as an outside sales agent, selling property, casualty, commercial lines, and other insurance products to provide superior customer service. This is a remote position, so you will need a designated workspace. This position is also commission only.

Insurance Agent Duties and Responsibilities

• Approach potential clients by phone, email, or in person
• Develop a base for long-term sources of clients by using referrals or groups
• Determine the specific needs of particular clients by researching current coverage and available options
• Answer questions related to coverage and annual charges
• Develop leads and schedule appointments
• Utilize a customer-focused, needs-based review of client insurance options to educate clients
• Obtain underwriting approval by completing an application for coverage
• Update job knowledge by participating in educational opportunities (reading professional publications, maintaining personal networks, participating in professional organizations, etc.)

Insurance Agent Requirements and Qualifications

• Bachelor's Degree
• Life, Health & Accident License (state dependent) or ability to get
• Property Casualty License (state dependent) or ability to get; (NY, OH, FL, PA)
• Prior sales experience not necessary
• Bilingual in Spanish preferred
• Experience with standard business applications including MS Office
• Demonstrated entrepreneurial approach to growing business relationships
• Critical thinking, proactive attitude, and strong communication skills
• Organized, self-motivated, and proactive in problem-solving
• Coachable