Life Insurance Sales & Portfolio Growth Advisor

Recooty

Kansas City (MO)

Remote

USD 75,000 - 100,000

Full time

14 days+

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Job summary

The Valley of the Sun Agency seeks an experienced insurance agent to build and grow customer portfolios. You’ll forge relationships, promote life insurance contracts and tailor plans to each client’s profile, while utilizing our lead systems to maximize earnings potential.

Responsibilities include developing risk management strategies, maintaining client records, and meeting with prospects to offer customized insurance options. A personal, client-focused sales approach is valued.

Qualifications

Basic computer skills and ability to use Microsoft Office programs.
Some experience with accounting or sales lead software is beneficial.
Superb analytical, interpersonal communication and customer service skills are needed.
Understanding of the insurance industry, products, risk profiles and regulations.

Responsibilities

Continue education on evolving insurance protocols and monitor claims to customer satisfaction.
Keep bookkeeping systems, sales databases and records current to report progress to quotas.
Work with policyholders to develop and deliver risk management strategies for their profiles.
Maintain and grow portfolios by implementing effective sales strategies for long-term loyalty.
Set meetings with new and potential clients to listen to needs and present tailored options.