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Rall Insurance Services Co - Lancaster, OH
posted 2 months ago
About the position
The Personal Lines Producer/Risk Advisor at Quest Financial & Insurance Services is a sales-driven role focused on providing tailored risk management solutions to clients. The position emphasizes building strong client relationships, generating leads, and delivering personalized insurance programs. The ideal candidate will thrive in a fast-paced environment and be passionate about delivering exceptional service while maximizing their earning potential through an uncapped commission structure.
Responsibilities
- Develop a strong pipeline through strategic prospecting and leveraging referrals.
- Monitor and manage the sales pipeline from initial prospecting to finalizing the sale.
- Assess insurance prospects for risk quality and insurability.
- Create personalized insurance programs and compelling proposals for clients.
- Deliver engaging presentations to prospective clients to close deals effectively.
- Conduct annual reviews and updates of coverage to meet evolving client needs.
- Identify opportunities to cross-sell or up-sell additional products like umbrella policies and life insurance.
- Cultivate and maintain strong client relationships, consistently meeting or exceeding retention goals.
- Participate in sales meetings, contributing valuable insights and strategies.
- Stay ahead of market trends to refine and enhance marketing strategies.
Requirements
- Proven experience in business-to-consumer sales.
- Ability to secure an insurance license within the first 30 days of employment.
- Strong local network for lead generation and client acquisition.
- Excellent verbal and written communication skills.
- Proficiency in essential computer tools (email, PDFs, etc.).
- Bachelor's degree preferred but not required.
Nice-to-haves
- Experience in the insurance industry.
- Familiarity with digital platforms like LinkedIn for prospecting.
Benefits
- Life insurance
