Текст заказа
Role: Virtually connect with prospective clients to evaluate insurance needs and recommend appropriate coverage.
Key Responsibilities
* Conduct virtual client consultations to understand risks and determine suitable insurance options.
* Develop and grow a book of business by identifying and converting leads.
* Use access to multiple carriers to match clients with the best-fit coverage.
* Maintain accurate, up-to-date client records and documentation.
* Leverage provided technology and mentorship to improve effectiveness and productivity.
Compensation: Commission-based earnings tied to the business you produce.
Required Skills/Qualifications
* Strong communication and client-facing skills with the ability to work independently.
* Solid understanding of insurance concepts and the ability to recommend suitable coverage.
* Detail-oriented recordkeeping and organization.
* Ability to build relationships and grow a sales pipeline.