Insurance Sales Representative
Company: Portal Insurance
Location: Remote
Posted on: January 23, 2023
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Job Description:
We are seeking a motivated insurance agent with an
entrepreneurial spirit to identify and convert sales leads for
insurance policies while overseeing a robust portfolio of clients.
The successful candidate will have served in a related insurance
industry role in which he or she cultivated a pool of prospective
clients through referrals, networking, cold calls, marketing
initiatives, and other proactive sales strategies. If you are an
enthusiastic, intuitive, and organized professional who thrives in
a multifaceted role, this job is for you! We'll provide you with
the training, mentoring, and support you need to take your earning
potential into your own hands. If this sounds like you, apply
today!
Responsibilities:
Update bookkeeping systems, customer records, and sales databases
to report your monthly and/or quarterly progress to goals to
stakeholders
Implement sales strategies and tactics proven effective in
maintaining and growing existing customer portfolios comprised of
loyal, long-term clients
Set meetings with new and potential clients to listen to their
needs, taking into account their financial statuses and
stage-of-life priorities, and present insurance plan options
tailored to their individual circumstances
Work with policyholders to develop and deliver risk management
strategies that fit their individual profiles
Remain updated on insurance industry changes and protocols to
fulfill all policy requirements and monitor insurance claims from
start to finish
Qualifications:
Strong interpersonal skills, communication skills, customer service
skills, and analytical skills are required
Proficiency with accounting or sales-related software is
helpful
Working knowledge of the insurance industry, insurance products
risk management profiles, and related state and federal
regulations
Candidates should have basic computer skills and be able to use
Microsoft Office programs
High school diploma required; bachelor's degree preferred
About Company:
At Portal Insurance, our purpose is to make your day better. That
may mean that we free up space in your budget through savings,
secure your position in your community by protecting your business,
or just care about you as a person. Whether you are a new home
buyer, real estate investor, small business owner, or trucker, give
Portal a try today.
Keywords: Portal Insurance, Eugene , Insurance Sales Representative, Sales , Remote, Oregon
Click
here to apply!
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