Perfect Sales Rep Position/Be your own Boss - Full Time, Part Time or Work From Home (

Recooty; Indianapolis (IN); Remote; USD 75,000 - 100,000; Full time

Job summary

The Valley of the Sun Agency is seeking an experienced insurance agent to grow and maintain client portfolios in the Indianapolis area. You will develop strategies to promote various insurance contracts, update existing policies, and collect client data used to tailor plans to individual risk profiles.

You’ll work on building relationships, expanding portfolios, and meeting new clients, while aligning plans with clients’ finances and life stages to maximize satisfaction and retention.

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 to succeed in this role
• Demonstrated comprehension of the insurance industry, insurance products, risk management profiles, and associated state and federal regulations

Responsibilities

• Continue your education on evolving insurance industry protocols to adequately fulfill all policy requirements and monitor insurance claims to customers’ satisfaction
• Keep bookkeeping systems, sales databases, customer records, and related organizational tools current to accurately report progress to monthly and quarterly sales quotas to stakeholders
• Work with policyholders to develop and deliver risk management strategies that fit their individual profiles
• Maintain and grow existing portfolios by developing and implementing effective and attentive sales strategies that cultivate long-term customer loyalty
• 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

Skills

Basic computer skills

Interpersonal communication

Customer service

Analytical skills

Sales / lead generation

Insurance knowledge

Tools

Microsoft Office

Job description

The Valley of the Sun Agency:

We are eager to take our business to the next level by hiring an experienced insurance agent with a proven track record of maintaining and growing customer portfolios. You’ll hone your sales skills by forging strong relationships that serve as the foundation for our firm’s prestige, and we’ll give you the support you need to reach your earning potential. Embracing a personal approach to insurance sales gives candidates a leg up in this role, which includes developing strategies for promoting all types of new insurance contracts; making changes or additions to existing ones; and collecting key client information for risk profiles used to identify insurance plans for each unique individual.

Responsibilities

• Continue your education on evolving insurance industry protocols to adequately fulfill all policy requirements and monitor insurance claims to customers’ satisfaction


• Keep bookkeeping systems, sales databases, customer records, and related organizational tools current to accurately report progress to monthly and quarterly sales quotas to stakeholders


• Work with policyholders to develop and deliver risk management strategies that fit their individual profiles


• Maintain and grow existing portfolios by developing and implementing effective and attentive sales strategies that cultivate long-term customer loyalty


• 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

Qualifications

• Candidates should have basic computer skills and be able 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 to succeed in this role


• Demonstrated comprehension of the insurance industry, insurance products, risk management profiles, and associated state and federal regulations

Compensation

$75,000 - $100,000 yearly

About The Valley of the Sun Agency

The Valley of the Sun Agencyis composed of numerous self-driven and successful men and women serving middle-income families in the financial services sector. We sell the most revolutionary form of life insurance in the market: Living Benefit Life Insurance. It's life insurance you don't have to die to use and it is the same price or LESS than traditional death insurance. With our lead systems, cash bonuses, lead bonuses, top compensation, and UNBEATABLE products our sales professionals are equipped to dominate the ultra-competitive market of insurance sales. This empowers our agent force to properly serve their clients in the best way possible while providing a healthy income and lifestyle for their families. We look forward to partnering with you!