• Assess the customer needs and advise clients and prospective clients on insurance coverage and protection options.
• Provide quotations, pricing and required information to clients and prospective clients and complete the sales process for each customer.
• Create presentations to clients and prospective clients that demonstrate the company’s unique culture, expertise and service.
• Understand each client’s decision process, the people involved, the business’s goals and how to meet their expectations.
• Uncover opportunities to cross-sell clients and add new products and coverage lines.
• Build and maintain relationships with business partners.
• Negotiate skillfully with internal and external partners.
• Develop comprehensive product knowledge to offer multiple insurance options.

Skills: Needs Assessment, Insurance Advising, Presentation Skills, Client Relations, Cross-Selling, Negotiation Skills, Product Knowledge, Partner Relations

• Use consultative selling to handle inbound automobile insurance sales calls.
• Collect pertinent consumer data and bind new policies for consumers in 26 states.
• Outbound calls to the website and other leads to acquire new business.
• Gather information through actively listening to applicants and then using consultative sales methods to offer a solution for automobile insurance.
• Think creatively to provide out-of-the-box solutions to common objections.
• Acquire ongoing marketplace intelligence to become a subject matter expert by researching trends and best practices.
• Read business publications, seeking out learning and development opportunities, and utilizing internal training resources.
• Build and maintain a healthy sales pipeline to achieve and exceed the monthly sales quota.

Skills: Consultative Selling, Policy Binding, Lead Generation, Active Listening, Creative Problem-Solving, Market Research, Continuous Learning, Sales Pipeline Management

• Produce and follow up on leads, schedule appointments, identify a customer’s needs, and advertise suitable products to the customers.
• Complete the sale with current and potential customers.
• Achieve the company’s production goals and objectives.
• Responsible for providing customer support.
• Build a Network and a plan for referral relationships.
• Input quotes and renewals for customers.
• Progress and implement a business and marketing plan.
• Present solutions using products and services.
• Provide customers with a professional, high-value experience.
• Prepare personalized insurance quotes, overcome objections, and close sales while providing extraordinary customer service.
• Become an expert in carrier insurance products.
• Responsible for closing sales opportunities.

Skills: Lead Generation, Customer Needs Analysis, Sales Closing, Customer Support, Referral Networking, Quote Management, Business Planning, Insurance Expertise

• Assist clients with decisions related to life insurance, mutual funds, savings plans, and other financial products and services.
• Assess each client’s potential life and financial needs.
• Create an individualized financial plan that leverages the products and offers.
• Collect and organize each client’s financial information using a CRM.
• Determine financial status, financial goals, cash flow, and financial expectations.
• Leverage marketing and social media tools.
• Identify, pursue, and secure new clients who can benefit from having a trusted financial service professional.
• Employ a research-based approach.
• Provide financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals.

Skills: Client Advising, Financial Needs Assessment, Financial Planning, CRM Management, Goal Setting, Digital Marketing, Client Acquisition, Research-Based Strategy

• Conduct meetings with new and potential clients and carefully listen to their individual circumstances.
• Present the best insurance policies to meet their needs.
• Implement marketing strategies, including, but not limited to, cold calling and networking.
• Connect with potential clients while simultaneously maintaining a portfolio of current clients.
• Take ownership of ensuring there are accurate records of all necessary bookkeeping, client, and sales reports.
• Track and communicate the status of assigned goals.
• Stay updated about insurance industry changes that may affect customers in the portfolio.
• Collaborate with policyholders to develop insurance risk management and other profiles that specify the best policies for their evolving insurance needs.

Skills: Client Meetings, Insurance Advising, Marketing Strategies, Portfolio Management, Record Keeping, Goal Tracking, Industry Knowledge, Risk Management

• Develop and deliver risk management strategies for each customer based on their risk profile.
• Maintain and grow existing portfolios by developing and implementing effective and attentive sales strategies that cultivate long-term customer loyalty.
• Set meetings with new and potential clients to listen to their needs, taking into account their financial statuses and stage-of-life priorities.
• Present insurance plan options tailored to their individual circumstances.
• Update bookkeeping systems, customer records, and sales databases.
• Report monthly and/or quarterly progress to goals to stakeholders.
• Stay abreast of insurance industry protocols and policy changes.
• Ensure fulfillment of all policy requirements and monitor insurance claims to ensure mutual satisfaction.

Skills: Risk Management, Portfolio Growth, Client Meetings, Insurance Planning, Record Management, Goal Reporting, Industry Knowledge, Claims Monitoring

• Handle inbound calls to assist individuals with enrollment, renewal, and service client accounts.
• Learn product features and sales techniques necessary to achieve company goals.
• Actively listen to customer needs and develop the best solution to fit their medical, financial, and emotional needs.
• Educate customers on their options and how these changes can improve their lives and their health.
• Follow internal processes and procedures.
• Ensure that transactions are handled as the company and agency policies allow.
• Meet production goals as established.
• Participate in extensive product training.
• Responsible for building and maintaining strong client relationships.
• Maintain the highest level of service by meeting and exceeding quality standards.
• Remain responsible for continuing education in the field.

Skills: Inbound Support, Product Knowledge, Active Listening, Customer Education, Process Compliance, Goal Achievement, Client Relationships, Quality Service

• Evaluate direct client insurance requirements and provide suitable cover solutions.
• Energy and drive with an ability to manage a high workload in a team environment.
• Update customer details and queries accurately on the internal database.
• Answer high-volume inbound calls.
• Outbound calls, getting back to customers in a timely manner.
• Deal with any complaints and queries.
• Field inbound calls and make outbound calls to leads provided by the agency.
• Take the initiative to build business relationships to generate a stream of new leads, in addition to the leads provided.

Skills: Insurance Solutions, Workload Management, Data Entry, Inbound Calls, Outbound Calls, Complaint Handling, Lead Follow-Up, Business Development

• Secure optional licenses for selling securities and investment products for wealth management and advanced planning.
• Spotlight a multitude of potential solutions within a competitive suite of products and services while assisting clients in reaching their financial goals.
• Offer high-quality life insurance, fixed annuities, long-term care insurance, securities, investments, and other products for insurance and retirement, education, and business planning needs.
• Prospect and contact potential clients to discuss their financial needs and concerns.
• Increase client base by creating and implementing strategic business and marketing plans.
• Meet customer needs by selling insurance products to existing and new customers.
• Provide outstanding customer service by accepting payments, understanding products, and resolving issues.
• Accountable for accuracy in transactions and contracts.
• Develop new customer and business partner relationships through networking and prospecting.

Skills: Licensing Compliance, Financial Solutions, Product Offering, Client Prospecting, Business Planning, Insurance Sales, Customer Service, Relationship Building

• Close sales by contacting warm leads and conducting professional insurance consultations over the phone from the Allen, TX office.
• Meet and exceed sales goals by maximizing the resources provided, including the lead management system, rating system, customized education platform, and more.
• Partner closely with the Sales Manager, Lead Generation team, and Client Care team.
• Ensure sales goals are met and clients are protected.
• Ensure clients are set up for long-term success by cross-selling additional insurance policies, upselling correct coverage levels, and resolving coverage gaps.
• Represent insurance carriers well by selling high-quality business.
• Create and implement business and marketing plans that will expand the client base.
• Present an array of potential solutions using a competitive suite of products and services.
• Help clients identify and achieve their financial goals.
• Participate in and complete the New York Life training curriculum to build professional skills and knowledge.

Skills: Sales Consultation, Goal Achievement, Team Collaboration, Client Protection, Cross-Selling, Business Planning, Solution Presentation, Professional Development

• Must have sales-related experience.
• Must have call center/insurance experience.
• Solid computer, grammar and multi-tasking skills.
• Must possess a 220 Property and Casualty or 20-44 Personal Lines insurance license.
• Ability to become appointed/licensed as a non-resident agent in all applicable states.
• Strong analytical, listening, problem-solving and negotiating skills.
• Ability to thrive in a fast-paced environment.
• Detail-oriented with a commitment to excellence.
• Ability to prioritize tasks with shifting deadlines and work on multiple projects simultaneously.
• Excellent oral and written communication skills.
• Ability to communicate effectively with all levels of the organization internally and externally.

Qualifications: BA in Business Administration with 4 years of Experience

• Prior Sales/Customer Service experience in a related environment.
• Ability to communicate effectively both and in writing for the purpose of public interaction and report writing.
• Ability to maintain satisfactory attendance and punctuality standards.
• Must have good communication skills.
• Must have a positive attitude.
• Must be professional, ethical and honest.
• Excellent time management and organizational skills.
• Must be bilingual (English/Spanish).
• Knowledge of Microsoft Word, Excel and PowerPoint programs.
• Must have self-motivated, and enthusiastic, ambitious, goal-oriented, and success-driven.

Qualifications: BS in Finance with 3 years of Experience

• Able to have an outgoing and energetic personality.
• Ability to build strong relationships.
• Rock an entrepreneurial mindset and a desire to build a self-sustaining revenue stream.
• Thrive in a fast-paced environment.
• Possess a strong initiative, a sense of self-direction, and are goal-oriented.
• Obtain product knowledge quickly and adapt to an ever-changing market.
• Able to organize, have fierce attention to detail, and are dedicated to quality.
• Must have Property and Casualty license.
• Must have Unlicensed candidates willing to obtain their Property and Casualty license.
• Excellent customer service and communication skills.

Qualifications: BA in Marketing with 2 years of Experience

• Must have an active personal lines or P&C producers insurance license.
• Sales and/or customer service experience.
• Outstanding interpersonal and active listening abilities.
• Understanding of and the ability to optimally apply cross-selling techniques.
• Awareness of and ability to apply underwriting and state-specific regulatory guidelines for the multiple products serviced.
• Must have bilingual Spanish (read, write and speak).
• Able to articulate complicated concepts using superb written and verbal communication skills.
• Must have savvy business sense.
• Ability to engage the community and leverage personal networks and contacts.
• Able to apply a growth mindset and sales experience strongly.
• Must have uncompromising integrity and responsibility.

Qualifications: BS in Economics with 3 years of Experience

• Excellent strong customer service skills.
• Knowledge of answering customer calls and uses negotiating skills to make a sale.
• Able to give customers quotes that will meet their insurance needs.
• Must set appointments and get customers interested in purchasing products.
• Must understand and resolve all customer problems when they arise, know when to elevate to management or notify customer service.
• Must have met weekly appointment goals.
• Must review and process all documentation for daily sales before submitting to the underwriter for review.
• Must have front-line sales experience.
• Exceptional verbal and written communication skills.

Qualifications: BA in Communications with 2 years of Experience

• Ability to detail and process-oriented time management expertise.
• Ability to network in the community and establish business relationships.
• Strong desire to achieve financial success, highly motivated.
• Must love to "hunt" for new business and prospects.
• Able to participate in networking events in the local area.
• Able to provide custom insurance proposals and present solutions.
• Must have good communication skills.
• Must have good marketing skills.
• Must be around Kampala.
• Must have experience in sales.

Qualifications: BS in Risk Management and Insurance with 4 years of Experience

• Strong interpersonal skills, especially telephone demeanor.
• Must have independent thinking with an ambitious goal-oriented mindset.
• Strong team player, work ethic, and willingness to help all reach goals.
• Demonstrated proficiency in basic computer applications, such as Microsoft Office products.
• Must have Sales experience.
• Must have computer experience and good organizational skills.
• Must already have or be willing to get an insurance license.
• Must have a basic understanding of sales lead or accounting software.
• Able to open to embracing the insurance industry and becoming educated about its relevant state and federal regulations.

Qualifications: BA in Sociology with 2 years of Experience

• Familiarity with the Microsoft Office suite.
• Excellent verbal and written communication skills.
• Previous customer service or experience as a sales representative.
• Must have an active Life and Health insurance license.
• Prior health insurance or life insurance experience.
• Must hold an active State Property and Casualty General Lines or Personal Lines Insurance License and appropriate State Life Sales License.
• Customer-facing experience in a fast-paced computer-automated business environment.
• Proficiency in Microsoft applications, Outlook, Word, and Excel.
• Ability to navigate computer systems.

Qualifications: BS in Accounting with 3 years of Experience

• Experience in home and auto insurance.
• Able to collaborate and work in a team.
• Able to go with the flow.
• Must have uncompromising integrity and responsibility.
• Able to articulate complicated concepts using superb written and verbal communication skills.
• Solid business expertise and knowledge.
• Sales experience preferred with a growth mindset.
• Must be able to engage the community and tap personal networks to identify contacts.

Qualifications: BA in Psychology with 2 years of Experience

• Experience in customer service, sales and/or influencing others.
• Able to work in a fast-paced and changing environment.
• Must have multitasking and time management skills.
• Able to effectively communicate verbally and in writing.
• Must have computer skills.
• Experience in a Sales environment.
• Must have a Life Insurance license or motivation to obtain a license.
• Experience selling Life Insurance or Final expense.
• Able to work goal-oriented with a focus on achieving sales goals.
• Must have an ambitious entrepreneurial spirit and business acumen.
• Must be motivated and determined to succeed.
• Ability to use critical thinking skills to overcome customer objections.

Qualifications: BS in Management with 3 years of Experience