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!!SIGN ON BONUS!! Insurance Broker at PR Financial

Remote: 
Full Remote
Contract: 
Experience: 
Mid-level (2-5 years)
Work from: 
Missouri (USA), United States

Offer summary

Qualifications:

3+ years of experience in insurance brokerage, High school or Bachelor's degree, Experience with various insurance plans, Strong communication and sales skills.

Key responsabilities:

  • Servicing client requests and selling insurance plans
  • Meeting clients to ensure policy satisfaction
  • Developing effective marketing strategies
  • Staying updated on market trends
Plan Right Financial logo
Plan Right Financial Scaleup https://www.planrightins.com/
51 - 200 Employees
See more Plan Right Financial offers

Job description

About the Insurance Broker position

We are looking for a skilled Insurance Broker to join our team and help us with managing our business development activities. Your duties will include servicing clients that have requested information from our company as well as promoting and selling insurance plans. We expect you to efficiently build and maintain long-term relationships to ensure the stability of company’s revenues and growth.

Insurance Broker responsibilities are:
  • Attend daily teaching call to ensure you are constantly growing

  • Organize bookkeeping systems, database and records

  • Meet with clients face to face to ensure their policies are servicing them like they think it should

  • Develop effective marketing strategies to sell insurance plans to current or new clients

  • Explore the needs of business or individual customers and propose them plans or other services

  • Meet your goals in finding new clients and selling insurance products and services

  • Stay informed about market trends and updates in the field of insurance products and services

  • Follow company's policies and ensure the compliance with applicable legal requirements

Insurance Broker requirements are:
  • 3+ years' experience of working on an Insurance Broker position (preferred)

  • Good experience in providing client-focused solutions and building customer relationships

  • Experience of working with major kinds of insurance plans including automobile, fire, life, property, medical and so on

  • Good knowledge of computers and statistics methods

  • Strong communication, presentation and sales skills

  • Results-driven and able to work without supervision

  • High school or Bachelor's degree; professional certification will be a bonus

Sign on bonus:
  • The sign on bonus will be available after the two weeks
  • Commission only

Required profile

Experience

Level of experience: Mid-level (2-5 years)
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Sales
  • Presentations
  • Self-Motivation
  • Success Driven
  • Communication

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