Insurance Representative

Alchemy Financial Group; Wake Forest (NC); On-site; USD 50,000 - 70,000; Full time

Job summary

A leading financial services firm in Wake Forest is seeking a skilled Insurance Broker to manage business development activities. You will be responsible for finding and engaging new clients, promoting and selling various insurance plans, and building long-term relationships. The ideal candidate should have experience in client-focused solutions, strong communication and sales skills, and a high school or BSc degree. This role offers a chance to contribute significantly to the firm's growth.

Qualifications

• Experience in providing client-focused solutions.
• Working knowledge of major insurance plans including life and health.
• Strong communication, presentation, and sales skills.

Responsibilities

• Consult clients about risk management strategies.
• Develop marketing strategies to sell insurance plans.
• Build relationships with potential customers.

Skills

Client-focused solutions

Relationship building

Communication skills

Sales skills

Presentation skills

Education

High school or BSc degree

Job description

About the Insurance Broker position

We are looking for a skilled Insurance Broker to join our team and help us with managing our business development activities. Your duties will include finding new clients as well as promoting and selling company's insurance plans. We expect you to efficiently build and maintain long-term relationships to ensure the stability of company’s revenues and growth.

Insurance Broker responsibilities are:

• Consult clients about befitting risk management strategies

• Develop effective marketing strategies to sell insurance plans to current or new clients

• Explore the needs of business or individual customers and propose them plans or other services

• Find opportunities and build relationship with potential customers Using networking, cold calling and other methods

• Organize bookkeeping systems

• Meet your goals in finding new clients and selling insurance products and services

• Stay informed about market trends and updates in the field of insurance products and services

• Follow company's policies and ensure the compliance with applicable legal requirements

Insurance Broker requirements are:

• Good experience in providing client-focused solutions and building customer relationships

• Experience of working with major kinds of insurance plans including life and health

• Strong communication, presentation and sales skills

• Results-driven and able to work without supervision

• High school or BSc degree; professional certification will be a bonus