Sales Advisor

National Real Estate Insurance Group; Kansas City (MO); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

Travel opportunities

Competitive commission

Job summary

National Real Estate Insurance Group (NREIG) seeks a full-time, P&C licensed Sales Advisor to service prospects, clients, vendors and partners, primarily in their assigned region. The role focuses on evaluating coverage, proposing options and educating clients on the best coverage for their real estate investment needs.

The ideal candidate will have 2+ years in client service or sales, hold a Property & Casualty license, and be proficient with Microsoft Office.

Qualifications

• 2+ years in a client service or sales role.
• Property and Casualty license is required.
• Strong email, social networking and phone etiquette.
• Proficient in Microsoft Office Suite.
• Knowledge of real estate investing is a plus.
• Willing to travel to industry events.

Responsibilities

• Evaluate current insurance coverage and advise proposal options that protect the investor.
• Communicate with clients via phone, email, or in person in a professional manner.
• Educate clients on differences in coverage and help select best options.
• Document coverage decisions to maintain accurate records.
• Assign locations to the Master Policy per guidelines.
• Collaborate with the team to achieve results.
• Build relationships and maintain communication across departments.
• Recognize affiliate and retail agent opportunities and act on them.
• Perform duties with energy, professionalism and integrity.
• Aim to maintain a 60% closing ratio on new accounts.

Skills

Client service

Sales

Phone etiquette

Email etiquette

Education

Property and Casualty license

Tools

Microsoft Office

Job description

Since 2008, National Real Estate Insurance Group (NREIG) has been committed to providing specialized insurance solutions designed specifically for the real estate investment industry. Through our insurance Program, we deliver superior client support and services, client inventory control, and efficient billing systems to residential real estate investors across the United States. With a focus on providing simplification to the property protection processes, NREIG has grown to service individual investors, conglomerates, bulk REO holders, wholesalers and lenders representing more than 140,000 locations nationally. The insurance Program our clients enjoy was built on ease-of-use, accommodating all occupancy phases of investment property (vacant, rental or undergoing renovation).

We are seeking a full-time, dynamic and P&C Licensed Sales Advisor to provide exemplary service to all prospects, clients, vendors and partners with the goal of adding profitable TIV (total insured value) to the insurance program, primarily to their assigned region.

Essential Functions

• Evaluate current insurance coverage, develop and advise proposal options that protect the investor as it relates to their real estate portfolio.
• Communicate directly with clients via phone, email or in person in a professional and friendly manner.
• Educate clients on the differences in insurance coverage and assist them in determining the best coverage for their business model.
• Document coverage decisions in an effort to maintain accurate records.
• Assign locations to the appropriate Master Policy based on company guidelines.
• Contributes to team effort by collaborating with assigned team and accomplishing related results as needed.
• Build positive relationships and maintain excellent communication with all departments within the organization.
• Recognize the importance of affiliate and retail agent-driven opportunities and handle appropriately.
• Execute job functions with energy, professionalism and integrity.
• Ability to maintain a 60% closing ratio on all new accounts.

Basic Qualifications

• Two or more years in a Client Service position or Sales position.
• Property and Casualty license
• Above average skills in email, social networking and phone etiquette.
• Specialized training in Insurance Continuing Education and Sales.
• Demonstrated ability in Microsoft Office Suite.
• General knowledge of real estate investing/transactions preferred.
• Industry specific affiliations are preferred.
• Ability to travel to industry events as needed.

NREIG provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.