Job Brief
As an Insurance Agent, you will be responsible for selling a variety of insurance products, including life, property, casualty, health, and automotive insurance. Your primary focus will be to assess client needs, provide tailored insurance solutions, and build long-term relationships. This role requires a self-motivated individual with strong communication skills and a proven track record in sales. Experience in the insurance industry or financial services is highly desirable.
Responsibilities
- Evaluate clients’ insurance needs and provide expert advice on suitable policies.
- Develop and maintain a client base through networking and referrals.
- Conduct thorough market research to identify competitive insurance offerings.
- Prepare and present insurance proposals to potential clients.
- Negotiate policy terms and pricing with clients and insurance underwriters.
- Ensure compliance with state and federal insurance regulations.
- Handle client inquiries and resolve any issues related to policies and claims.
- Stay updated on industry trends, new products, and regulatory changes.
Requirements
- High school diploma or equivalent; a bachelor’s degree in business or finance is preferred.
- Active insurance license in the relevant state(s).
- Proven experience in sales, preferably within the insurance or financial services sector.
- Strong communication, negotiation, and interpersonal skills.
- Proficiency in insurance software and CRM systems.
- Ability to analyze complex information and make informed decisions.
- Excellent organizational skills and attention to detail.
- Self-motivated with a strong desire to succeed in a commission-based environment.
Similar Job Titles
- Insurance Broker
- Insurance Sales Representative
- Financial Advisor
- Insurance Consultant
- Insurance Specialist
- Life Insurance Agent
- Property and Casualty Agent
- Health Insurance Agent
