Insurance Sales Representative

Alchemy Financial Group; Covington (GA); On-site; USD 50,000 - 70,000; Full time

Job summary

A leading financial services firm in Covington, Georgia, is seeking an experienced Insurance Broker to enhance business development. Responsibilities include consulting clients on risk management, developing marketing strategies, and building long-term relationships. Ideal candidates will have over 3 years of experience in insurance brokerage and a strong understanding of various insurance plans. This position offers opportunities for growth and the chance to work in a dynamic team environment.

Qualifications

• 3+ years' experience in an Insurance Broker position.
• Experience providing client-focused solutions and building customer relationships.
• Working knowledge of various insurance plans including automobile and life.
• Ability to work without supervision and stay results-driven.

Responsibilities

• Consult clients on risk management strategies.
• Develop marketing strategies for insurance plans.
• Build relationships with potential customers.
• Build relationships with potential customers through networking, cold calling and other methods.
• Prepare progress reviews and present results to stakeholders.
• Maintain bookkeeping systems, databases and records.
• Meet targets for new clients and insurance product sales.
• Stay informed on market trends and insurance products.
• Ensure compliance with company policies and legal requirements.

Skills

Client-focused solutions

Sales skills

Communication

Presentation

Networking

Cold calling

Analytical thinking

Education

High school or BSc degree

Professional certification

Tools

Computer skills

Statistical methods

Job description

About the Insurance Broker position

We are looking for a competitive 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

• Prepare regular reviews of progress and present them to interested parties

• Organize bookkeeping systems, database and records

• 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:

• 3+ years' experience of working on an Insurance Broker position

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

• Experience of working with major kinds of insurance plans including automobile, fire, life, property, medical and so on

• Good knowledge of computers and statistics methods

• 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