Insurance Sales Pro — Flexible Schedule & Growth

Metzwood; New York (NY); On-site; USD 52,000 - 72,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Flexible Schedule

Health Insurance

Life Insurance

Disability Insurance

Career Growth Opportunities

Retirement Plan

Job summary

MetzWood Insurance is seeking an Insurance Sales Representative to join our team in Chatham, New York. You will build relationships with clients, identify needs, and advise on suitable coverage options and packages.

The role requires a self-motivated professional with strong communication skills, a proven track record in sales, and the ability to work collaboratively with underwriters and support teams. Prior insurance sales experience is a plus.

Qualifications

• Proven experience of achieving and exceeding sales targets in a competitive environment.
• Excellent communication and interpersonal skills.
• Ability to work independently with self-motivation and thrive in a team.
• Proficiency with CRM software to manage client relationships and sales process.
• Prior experience in insurance sales or customer experience is a plus.

Responsibilities

• Prospect and identify potential clients through various channels, including cold calling, networking, and referrals.
• Educate clients on different insurance options, understand their needs, and advise on suitable coverage options and packages.
• Generate and follow up on leads to meet sales targets and other performance metrics.
• Build and maintain relationships with clients to ensure satisfaction and loyalty.
• Collaborate with underwriters, claims processors, and customer support to provide a seamless experience.

Skills

Communication skills

Interpersonal skills

Sales targets

Self-motivation

Team collaboration

Education

High school diploma or equivalent

Bachelor's degree in Business/Finance or related field

Tools

CRM software

Job description

MetzWood Insurance is seeking an Insurance Sales Representative to join our team in Chatham, New York. You will build relationships with clients, identify needs, and advise on suitable coverage options and packages.

The role requires a self-motivated professional with strong communication skills, a proven track record in sales, and the ability to work collaboratively with underwriters and support teams. Prior insurance sales experience is a plus.