What are the responsibilities and job description for the Sales Associate position at GFI - Katy, TX?
Looking for a chance to achieve new career heights on a dedicated, compassionate team of successful insurance agents? Our insurance agency is expanding and needs the help of a life insurance agent to grow our list of prospective clients and onboard new clients. Our ideal candidate is great with people, a naturally talented salesperson, and harbors incredible customer service skills and a passion for helping those in need. You’ll have an opportunity to help a thriving insurance team succeed and make a tangible difference in our clients’ lives every day. If this sounds like a job you’d love, apply now! Compensation :
75,000 - $100,000 yearly
Responsibilities :
- Evaluate new customers’ insurance needs, insurance risk, existing coverage, long-term goals, and financial status through consultations to create a tailored experience that exceeds expectations
- Ensure all contracting paperwork is up to date while maintaining databases, records, and bookkeeping
- Assist current policyholders during the insurance claims process while overseeing existing insurance claims
- Provide warm and professional customer service while onboarding new clients and maintain existing clients, including booking appointments, inquiry response, insurance eligibility, claim submissions questions concerning billing and insurance policies
- Expand our prospective customer base and market our insurance products via including networking, referrals, cold calling, and various marketing strategies to bring in new business
Qualifications :
About Company
At GFI, we are on a mission to service and protect the assets of 100 million families by 2030. As the fastest growing Fin-Tech company in the US, we are changing the ways of the traditional financial industry. We can guarantee success for clients and aid them in achieving their ideal financial future with a tailor-fit approach.
As a cornerstone of our company, we have the Fulfillment Formula, guiding our agents to their respective success in their Faith, Family, Finance, Fitness, and Fun. We strive to improve on each one of these points every day in our organization. This includes incentive trips in the U.S., as well as abroad held every quarter.
Complementary training is completed in-house 2-3x per week at no charge to equip you with the necessary skills to take care of clientele properly as well as boost our agent's own financial literacy.
Salary : $75,000 - $100,000