Insurance Sales Pro — Client-Centric Solutions

The-Brad-Tank-Agency; Florence (AL); On-site; USD 38,000 - 66,000; Full time

Benefits offered by this job

Mon-Fri Schedule

PTO

Hands-on Training

Retirement Plan

Evenings Off

Career Growth

Bonus Opportunities

Job summary

The Brad Tank Agency in Florence, Alabama, is seeking an Insurance Sales Representative to guide clients through their insurance journey, tailor solutions to meet needs, and deliver peace of mind. The role emphasizes a proactive, client-focused service in a positive, collaborative team environment.

Responsibilities include client engagement, consultative sales, policy management, cross-selling, market awareness, and building lasting relationships.

Qualifications

• Active Alabama Property & Casualty license preferred.
• Previous experience in insurance sales or a comparable field is beneficial.
• Strong verbal and written communication skills are essential.
• Dedication to meeting customers' insurance needs with a friendly and positive approach.
• Ability to effectively negotiate and close sales.
• Capacity to manage multiple tasks efficiently and adjust to changing priorities.
• Willingness to collaborate with colleagues to achieve collective goals.
• Familiarity with CRM tools and Microsoft Office Suite.

Responsibilities

• Client Engagement: Initiate and maintain client interactions to understand their insurance requirements and offer suitable solutions.
• Consultative Sales: Guide clients through the sales process with a focus on tailoring insurance plans to their needs.
• Policy Management: Oversee and manage client policies, ensuring their satisfaction and retention by providing outstanding service.
• Cross-selling: Identify opportunities to enhance client portfolios by recommending additional policies that benefit them.
• Market Exploration: Stay abreast of industry trends to inform and educate clients with the most accurate and up-to-date information.
• Relationship Building: Cultivate and maintain strong relationships with clients to ensure ongoing trust and loyalty to The Brad Tank Agency.

Skills

Licensing

Communication skills

Customer focus

Negotiation

Adaptability

Team collaboration

Tools

CRM tools

Microsoft Office Suite

Job description

The Brad Tank Agency in Florence, Alabama, is seeking an Insurance Sales Representative to guide clients through their insurance journey, tailor solutions to meet needs, and deliver peace of mind. The role emphasizes a proactive, client-focused service in a positive, collaborative team environment.

Responsibilities include client engagement, consultative sales, policy management, cross-selling, market awareness, and building lasting relationships.