Insurance Sales Representative
Pr Financial - Aiken, SC
posted 4 months ago
About the position
P. R. Financial is an independent marketing organization (IMO) in the financial services industry, specifically focused on the insurance marketplace. We serve clients by acting as their independent advisor and broker for a variety of products including life insurance, health insurance, retirement plans, annuities, Medicare, and senior benefits. Our mission is to transform the industry for agents, by agents, allowing each agent to own their book of business. We are looking for motivated individuals to join our team and help us in this endeavor. At P. R. Financial, we believe in empowering our people. We provide a robust platform for our agents, comprehensive training to help them excel, and mentorship to guide them towards maturity in their careers. Our goal is to cultivate partnerships rather than simply hiring employees. We are committed to cheering on our agents as they grow and develop into successful partners within our organization. If you are looking for a fulfilling career in insurance sales, we encourage you to apply today!
Responsibilities
- Evaluate new customers' insurance needs, insurance risk, existing coverage, long-term goals, and financial status through consultations to create a tailored experience that exceeds expectations.
- Provide warm and professional customer service while onboarding new clients and maintaining existing clients, including booking appointments, responding to inquiries, managing insurance eligibility, submitting claims, and addressing questions concerning billing and insurance policies.
- Ensure all paperwork is up to date while maintaining records and bookkeeping.
Requirements
- Great interpersonal, communication, leadership, and management skills.
- Must be 18 years or older.
- Active driver's license.
- Must be coachable, detail-oriented, and a team player.
- Possesses outstanding interpersonal and communication skills.
- An active Life Health insurance license is a strong bonus but not required.
- Previous customer service experience preferred.
Nice-to-haves
- Bilingual in Spanish and English.
Benefits
- Flexible schedule
- Work from home
- Bonus opportunities
- Commission pay
