This is a sales position. Past sales experience is a big plus. You must be excited about selling insurance and financial service products.
Duties:
Solicit, quote & sell all lines of insurance (activities included):
- Talking to businesses and individuals about their insurance and financial service needs
- Cold calling
- Respond to internet leads
- Ask for referrals
- Contact existing customers to add new lines of insurance.
- Pivot from service contacts to set cross-selling appointments.
- Offer, quote & sell life products
- Offer, quote & sell bank products
- Process applications for all product lines
- Review existing policies and process changes.
- Take claims and follow-up on claims questions or problems
- Process service requests/memos
- Process payments, answer phones & greet customers
- Contact existing customers to set review appointments.
- Handle additional duties as assigned.
Skills/Qualifications:
* Prospecting Skills
* Meeting Sales Goals
* Motivation for Sales
* Selling to Customer Needs
* Client Relationships
* Fluent in Spanish and English
Please email your resume to me. Include a short cover letter stating that you read the entire post and explain why this job is the right opportunity for you.
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