What are the responsibilities and job description for the Licensed Insurance Sales Agent position at House and Home Mortgage?
We are seeking a motivated insurance agent with an entrepreneurial spirit to 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, mentoring, and support you need to take your earning potential into your own hands. If this sounds like you, apply today!Compensation:
$39,000 - $64,000 yearly
Responsibilities:- Maintain and grow existing portfolios by developing and implementing effective and attentive sales strategies that cultivate long-term customer loyalty
- Create tailored risk management strategies directly with clients that align with their risk profiles
- Continue your education on evolving insurance industry protocols to adequately fulfill all policy requirements and monitor insurance claims to customers’ satisfaction
- Update bookkeeping systems, customer records, and sales databases to report your monthly and/or quarterly progress to goals to stakeholders
- 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
- High school diploma mandatory; four-year undergraduate degree strongly preferred
- Proven understanding of the insurance industry including insurance products, risk management and any state and federal regulations
- Job seekers must have an insurance license
- Some experience with accounting or sales lead software is beneficial
- Candidates should have basic computer skills and be able to use Microsoft Office programs
House and Home Mortgage is a thriving mortgage brokerage located in Edmond, Oklahoma. Team members embrace the values of humility, hunger, and emotional intelligence. People who are successful at House and Home Mortgage are highly driven and have a high degree of care for people.
Salary : $39,000 - $64,000
