Job Summary/Objective:

We are seeking a motivated and results-driven individual to join our team as an Insurance and Financial Services Representative. The primary responsibility of this role is to bring on new clients for their car and home insurance needs, conduct meetings to sell life insurance, and service existing clients while identifying additional insurance product opportunities based on client needs.

 

Responsibilities:

 

               •             Conduct outbound calls to quote new auto insurance business and follow up on quotes to close sales.

               •             Meet with clients to understand their insurance requirements and present suitable life insurance options.

               •             Service existing clients, providing assistance and addressing inquiries, while identifying cross-selling opportunities.

               •             Listen attentively to clients’ needs, provide personalized insurance solutions, and recommend appropriate coverage.

               •             Collaborate with the team in a fast-paced environment, contributing to a positive and supportive work atmosphere.

               •             Actively participate in events, showcasing enthusiasm, and promoting our insurance services.

               •             Strive to achieve individual and team sales goals, demonstrating a proactive approach during slower periods.

 

Qualifications and Skills:

 

               •             Previous sales experience with a track record of meeting or exceeding targets.

               •             Excellent communication and interpersonal skills, with the ability to connect with customers effectively.

               •             Persuasive and able to present insurance options clearly and convincingly.

               •             Strong team player who can thrive in a dynamic and collaborative environment.

               •             Self-motivated and proactive, able to take initiative and drive results.

               •             Enjoyment of socializing and building relationships with both customers and teammates.

 

Preferred Qualifications:

 

               •             Familiarity with insurance products and industry.

               •             Knowledge of life insurance policies and their features.

               •             Bilingual skills (English/Spanish) would be an asset.

 

Compensation:

 

               •             Base salary plus commissions, with an expected annual income of $40,000 to $60,000.

               •             Paid time off and health insurance reimbursements.

               •             Opportunity for growth and advancement, including the potential to become your own business owner as an agent aspirant candidate.

 

Company Overview:

We are an 11-year insurance agency with over 30 years of collective insurance experience. Our office fosters a great team environment, where we value having fun while working. We offer regular scheduled bonus goals and team lunch outings to celebrate achievements. Our agency is goal-oriented and dedicated to becoming the leading insurance agency in San Antonio.