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Company Description:
The Family Security Plan® is an organization that is unique in the world of insurance. We focus on making a difference in the community throughout partnerships with local, regional and national credit unions. Our close ties with our credit union partners allows us access to their membership, who are our primary customers. The Family Security Plan® provides access to these members, allowing you to focus on making the most of each opportunity by providing you a steady stream of leads.
Role of an Account Representative
The Account Representative position is integral to advancing our regional growth objectives and supporting the Regional Manager in various capacities, including agent coaching, relationship building, sales opportunity identification, and ongoing sales efforts.
In this role, the focus will be on capitalizing sales growth. You will also have the opportunity to guide and mentor agents to enhance their performance, while establishing and nurturing strong client relationships.
This position requires in-person sales in a Credit Union environment.
What's in it for you?
This position is a fit for you, if:
What are the responsibilities of an Account Rep?
What are the requirements of this role?
If you are a driven individual looking for the next dynamic step in your career, apply now!
Full Time
$71k-97k (estimate)
09/10/2024
09/25/2024
If you are interested in becoming an Insurance Agent, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become an Insurance Agent for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Insurance Agent job description and responsibilities
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insurance agents and brokers accumulate contracts, policies, retainers, client documents, and employee records.
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Insurance agent offers the customer advice related to the type of coverage available and the exclusions to that coverage.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Insurance Agent jobs
Insurance agents may require different licenses to sell various kinds of policies.
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Prioritize the client’s needs first.
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Pass the Pre-Licensing Requirements.
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Agents must be able to establish a good rapport with potential clients, understand their needs, and persuade clients to give the agent their business.
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A good insurance agent will always put the needs of their clients first.
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Step 3: View the best colleges and universities for Insurance Agent.