Licensed Insurance Sales Agent

WizeHire, Inc; Wake Forest (NC); On-site; USD 65,000 - 75,000; Full time

Job summary

A leading insurance provider is seeking a motivated insurance advisor who excels in client communications and has strong organizational skills. The role involves developing risk management strategies, meeting potential clients, and maintaining client relationships. Candidates should possess an insurance license or commit to obtaining one, along with a high school diploma—Bachelor's degree is preferred. The position offers a competitive salary ranging from $65,000 to $75,000 per year, with opportunities for personal and professional growth.

Qualifications

• Must be licensed or willing to obtain an insurance license.
• Knowledge of insurance industry and related regulations is essential.
• Experience in accounting or sales lead software is beneficial.

Responsibilities

• Update bookkeeping systems and customer records.
• Develop and deliver risk management strategies for clients.
• Set meetings with new clients and present tailored insurance options.
• Maintain and grow existing portfolios through effective sales strategies.
• Monitor insurance claims to ensure mutual satisfaction.

Skills

Excellent organizational skills

Intuitive communication

Keen listening skills

Education

Bachelor’s degree preferred

High school diploma required

Tools

Microsoft Office suite

Sales lead software

Job description

Posted a day ago

Description

Are you a people person with keen listening skills, strong attention to detail, and a knack for navigating the finer details in business or financial plans? If so, we’re looking for you! We are seeking a definitive decision-maker who is eager to connect new, existing, and prospective clients with the insurance program that best meets their individual needs.

Job seekers should be eager yet intuitive communicators with a demonstrated knowledge of different types of insurance policies and excellent organization skills. If you are looking for a flexible full-time position that offers growth opportunities, significant earning potential, and plenty of variety, start your application today!

Responsibilities

• Update bookkeeping systems, customer records, and sales databases to report your monthly and/or quarterly progress to goals to stakeholders
• Develop and deliver risk management strategies for each customer based on their risk profile
• Set meetings with new and potential clients to listen to their needs, taking into account their financial statuses and stage-of-life priorities, and present insurance plan options tailored to their individual circumstances
• Maintain and grow existing portfolios by developing and implementing effective and attentive sales strategies that cultivate long-term customer loyalty
• Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements, and monitor insurance claims to ensure mutual satisfaction

Qualifications

• Job seekers must be licensed or willing to obtain a license
• Bachelor’s degree preferred; high school diploma required
• Working knowledge of the insurance industry, insurance products risk management profiles, and related state and federal regulations
• Candidates must have an insurance license
• Basic computer skills with proficiency with Microsoft Office suite is necessary
• Some experience with accounting or sales lead software is beneficial

Compensation

$65,000 - $75,000 yearly

Helping you is what we do best...we live by our motto. If your passion is helping people, too, this may be the place for you.