What are the responsibilities and job description for the Insurance Sales Agent position at Polk Financial?
Overview
As an Insurance Agent, you will play a crucial role in helping clients understand their insurance options and providing them with tailored solutions to meet their needs. This position requires a proactive approach to sales and customer service, ensuring that clients receive the best possible coverage while building lasting relationships. You will be responsible for analyzing client needs, communicating effectively, and negotiating terms to secure policies that benefit both the client and the company.
Duties
- Analyze clients' insurance needs and recommend appropriate coverage options.
- Provide exceptional customer service by addressing inquiries and resolving issues promptly.
- Conduct telemarketing efforts to generate leads and expand the client base.
- Communicate policy details clearly to clients, ensuring they understand their options.
- Negotiate terms of insurance policies to achieve favorable outcomes for clients.
- Maintain accurate records of sales activities and customer interactions through effective sales administration.
- Engage in outside sales activities, meeting potential clients in various settings to promote insurance products.
- Assist with retail sales initiatives as needed, promoting insurance products in-store or at events.
Skills
- Strong analytical skills to assess client needs and recommend suitable insurance solutions.
- Excellent customer service abilities to foster positive relationships with clients.
- Proficient in telemarketing techniques for lead generation and outreach.
- Effective communication skills for conveying complex information clearly and persuasively.
- Negotiation skills to advocate for clients while achieving company objectives.
- Bilingual capabilities are a plus, enhancing communication with diverse clientele.
- Experience in sales administration to manage client accounts efficiently.
- Background in insurance sales or related fields is preferred but not mandatory.
- Familiarity with outside sales strategies and retail sales practices is beneficial.
Join our team as an Insurance Agent where you can make a difference in people's lives while advancing your career in a dynamic environment!
Job Type: Full-time
Pay: $74,797.00 - $79,820.00 per year
Supplemental Pay:
- Bonus opportunities
- Commission pay
Ability to Commute:
- Sanford, NC 27330 (Required)
Ability to Relocate:
- Sanford, NC 27330: Relocate before starting work (Required)
Work Location: In person
Salary : $74,797 - $79,820