4-40 (2-20) Insurance Sales Agent

Company: Brightway Insurance - Cape Coral
Location: Fort Myers
Posted on: September 16, 2023

Job Description:

4-40 (2-20) Insurance Sales Agent
Identify and convert sales leads for insurance policies while overseeing a robust portfolio of clients. The successful candidate will have served in a related insurance industry role in which he or she cultivated a pool of prospective clients through referrals, networking, cold calls, marketing initiatives, and other proactive sales strategies. If you are an enthusiastic, intuitive, and organized professional who thrives in a multifaceted role, this job is for you! We'll provide you with the training, education, mentoring, and support you need to take your salary into your own hands. If this sounds like you, apply today!

Health Benefits and Perks:



--- 401k (after 90 days)
--- Dental Insurance (after 90 days)
--- Vision Insurance (after 90 days)
--- Short Long Term Disability (after 90 days)
--- Competitive Salary and Commissions
--- Weekly Bonus Incentives
--- No cold calling
--- Quality leads provided to you!

Responsibilities:

Maintain and grow existing portfolios by developing and implementing effective and attentive sales strategies that cultivate long-term customer loyalty
Ensure bookkeeping systems, sales databases, and customer records are maintained to report progress toward monthly initiatives to stakeholders
Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements, and monitor insurance claims to ensure mutual satisfaction
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
Develop and deliver risk management strategies for each customer based on their risk profile
--- Listen to clients, evaluate their requirements, and propose the ideal policy for their insurance needs
--- Maintain and grow existing portfolios by developing long-term customer loyalty
--- Update agency management system, customer records, and databases to report progress on your goals

Qualifications:

Candidates should have basic computer skills and be able to use Microsoft Office programs
Job seekers must have an insurance license
Excellent communication, customer service, analytical, and interpersonal skills are necessary
Working knowledge of the insurance industry, insurance products risk management profiles, and related state and federal regulations
Bachelor's degree preferred; high school diploma required
--- A Florida 2-20 insurance license is required

About Company:
Brightway Insurance - Cape Coral, is not your typical independent insurance agency. We're a Brightway agency, which means we have relationships with over 100 insurance carriers and can offer you expert advice as well as more choice than any other independent agent.



Our team is comprised of talented agents who work independently and as a team.

Keywords: Brightway Insurance - Cape Coral, Fort Myers , 4-40 (2-20) Insurance Sales Agent, Sales , Fort Myers, Florida