Insurance Sales Representative

$70,000 - $120,000/Yr

Alchemy Financial Group - Beaufort, SC

Full-time - Mid Level

Beaufort, SC

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

The Insurance Broker position involves managing business development activities, focusing on acquiring new clients and promoting the company's insurance plans. The role requires building and maintaining long-term relationships to ensure revenue stability and growth.

Responsibilities

• Consult clients about befitting risk management strategies
• 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
• Find opportunities and build relationships with potential customers using networking, cold calling, and other methods
• Prepare regular reviews of progress and present them to interested parties
• Organize bookkeeping systems, database, and records
• 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 compliance with applicable legal requirements

Requirements

• 3+ years' experience of working in an Insurance Broker position
• Good experience in providing client-focused solutions and building customer relationships
• Experience working with major kinds of insurance plans including automobile, fire, life, property, medical, etc.
• Good knowledge of computers and statistical methods
• Strong communication, presentation, and sales skills
• Results-driven and able to work without supervision
• High school diploma or BSc degree; professional certification will be a bonus