Job description
$89,000 - $102,000 yearly
Responsibilities:- Conduct meetings with new and potential clients and carefully listen to their individual circumstances in order to present the best insurance policies to meet their needs
- Stay abreast of any changes to rules or policies within the insurance agency to effectively amend insurance programs for existing and prospective clients
- Tailor risk management strategies and client profiles to reflect each customer’s individual needs
- Offer personal attention when pursuing new clients through various marketing strategies to grow your existing portfolio of policyholders
- Update reports, records, bookkeeping systems, and other organizational tools to accurately report progress toward monthly insurance sales goals
- Excellent analytical, interpersonal, and communications skills are necessary; customer service skills are helpful
- Willingness to learn about the insurance industry, insurance programs, and state and federal regulations that may impact policyholders
- Experience using accounting or sales-related software is beneficial
- Valid insurance license required or candidates must be willing to get licensed
- Candidates must have some computer experience, including the ability to effectively use Microsoft Office programs
Jamie Lester has B.S. in Marketing and Finance from Virginia Tech, and an MBA from Wake Forest University. Whether he's interviewing someone to join his business or sitting with a client, he is always looking to uncover their pain and find a solution. He takes a hands-on approach to solving problems by getting down in the trenches with people rather than sitting in a ivory tower.
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