Licensed Insurance & Financial Services Advisor

DANIEL A KNOLL INSURANCE AGENCY INC

Puyallup (WA)

On-site

USD 34,000 - 69,000

Full time

5 days ago
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Benefits offered by this job

Starting base pay $25 - $50 per hour
Bonuses for policies
Paid Time Off
Licensing & CE reimbursements
Professional designation bonus
Growth opportunities

Job summary

DANIEL A KNOLL INSURANCE AGENCY INC in Puyallup, WA is seeking a licensed insurance sales professional who can deliver quality customer service while growing as an Insurance and Financial Service Professional. This in-office role requires a solid understanding of personal risk management to protect clients and help plan for the future.

Responsibilities include developing leads, scheduling appointments, identifying customer needs, and marketing appropriate products and services.

Qualifications

  • Active Property and Casualty license required.
  • Life & Health license required.
  • Sales experience preferred (outside or inside).
  • Excellent written and verbal communication skills.
  • Self-motivated with the ability to multi-task.
  • Bilingual not required but a plus.

Responsibilities

  • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
  • Establish strong customer relationships and follow up with customers as needed.
  • Provide prompt, accurate, and friendly customer service including inquiries about coverage, changes, claims, and billing.

Skills

Sales experience
Communication skills
Multi-tasking
Self-motivated
Customer service

Education

Property & Casualty license
Life & Health license

Job description

DANIEL A KNOLL INSURANCE AGENCY INC in Puyallup, WA is seeking a licensed insurance sales professional who can deliver quality customer service while growing as an Insurance and Financial Service Professional. This in-office role requires a solid understanding of personal risk management to protect clients and help plan for the future.

Responsibilities include developing leads, scheduling appointments, identifying customer needs, and marketing appropriate products and services.

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