What are the responsibilities and job description for the Insurance Sales Agent position at First Tech Federal Credit Union?
Description
Do you love finding creative solutions?Are you a dynamic salesperson with experience in the Insurance industry? If so, we have the perfect opportunity for you! Our insurance team is looking for an experienced Sales Agent with a strong referral network to help our members with their insurance needs. In this role, you will market yourself to build your book business within our agency and work with the Credit Union staff to follow up on leads for new insurance requests and renewals for current members.
Here's what you can expect from the job and what you need to be successful :
Job duties
- Respond to phone calls, emails, member referrals from credit union staff in a timely manner; answer member questions regarding insurance coverage and offer solutions with the members' best interest in mind
- Identifying clients : Finding potential clients through leads and referrals, and networking with them
- Develop and maintain strong relationships with stakeholders in the insurance department and the credit union
- Prepare proposals for prospects and make follow-up calls to members; maintain up to date electronic files on all current and prospective members in compliance with agency and regulatory requirements
- Maintain list of policy expiration dates to contact and provide proposals in the future
- Maintain up-to-date electronic customer files in compliance with agency and regulatory requirements
- Maintain up-to-date knowledge of insurance industry trends, products / services, procedures and policies
Essential skills
Location : Terry Ave Experience Center (Seattle, WA) and Downtown Bellevue Experience Center (Bellevue, WA)
Target Compensation in Washington : $34,800 annually bi-weekly draw (draw is reconciled against future potential incentive earnings which could be up to $100K in the first year)
Benefits options include :
What makes First Tech different? Click here to learn more!
First Tech is not currently offering Visa sponsorship for this position
FT123 #LI-MG
Salary : $34,800 - $100,000
