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All-In Combined - Grafton, MA

posted 2 months ago

Full-time - Mid Level
Remote - Grafton, MA

About the position

As an Independent Agent, you will play a crucial role in providing exceptional customer service while promoting and selling insurance products. This position is ideal for self-motivated individuals who excel in sales and are passionate about helping clients secure their financial futures, particularly in Group Life and Health Benefits.

Responsibilities

  • Analyze client needs to recommend appropriate insurance products that meet their requirements.
  • Engage in insurance sales by actively promoting various policies and coverage options.
  • Negotiate terms and conditions with clients to ensure mutual satisfaction and understanding.
  • Provide outstanding customer service by addressing inquiries, resolving issues, and maintaining strong client relationships.
  • Manage sales administration tasks, including documentation and follow-ups on leads.
  • Utilize retail sales techniques to enhance client engagement and drive policy sales.
  • Conduct telemarketing efforts to reach potential clients and expand your customer base.
  • Stay informed about industry trends and market developments to effectively position products.
  • Communicate fluently with clients in Spanish or other languages as needed to cater to a diverse clientele.

Requirements

  • Proven experience in insurance sales or a related field is preferred.
  • Strong analytical skills with the ability to assess client needs accurately.
  • Excellent negotiation skills to facilitate successful transactions.
  • Exceptional customer service skills with a focus on building lasting relationships.
  • Experience in sales administration is advantageous.
  • Background in retail sales or telemarketing is a plus.
  • A proactive approach to marketing and promoting insurance products is essential.

Nice-to-haves

  • Multilingual abilities, particularly in Spanish, are highly desirable but not mandatory.

Benefits

  • Flexible schedule
  • Health insurance
  • Work from home
  • Bonus opportunities
  • Commission pay
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