Insurance Sales Associate: Build Relationships & Drive Growth

Oswald Financial, Inc.; Michigan; On-site; USD 50,000 - 70,000; Full time

Job summary

A leading independent insurance advisory firm in Michigan is seeking a sales-focused professional to establish client relationships and develop customized insurance programs. The role involves proactive lead sourcing, sales presentations, and managing a book of business. Ideal candidates have strong networking, analytical, and communication skills, with proficiency in Microsoft CRM. The firm is recognized for its strategic solutions in risk management and employee benefits.

Qualifications

• Proactive, goal-driven and confident attitude.
• Service-oriented and collaborative approach.
• Highly organized, detail-oriented, and results-based.

Responsibilities

• Establish a sales development plan to generate business.
• Maintain relationships with existing clients and ensure services are provided.
• Customize insurance programs to meet customer needs.

Skills

Networking skills

Relationship-building skills

Verbal communication skills

Written communication skills

Analytical skills

Problem-solving skills

Tools

Microsoft CRM

Job description

A leading independent insurance advisory firm in Michigan is seeking a sales-focused professional to establish client relationships and develop customized insurance programs. The role involves proactive lead sourcing, sales presentations, and managing a book of business. Ideal candidates have strong networking, analytical, and communication skills, with proficiency in Microsoft CRM. The firm is recognized for its strategic solutions in risk management and employee benefits.