Insurance Consultant
3 weeks ago
Insurance Advisor Role
As an Insurance Advisor at PolicyBoss, you will be responsible for promoting various types of new insurance products to prospective clients. This will involve networking, cold calling, and utilizing referrals to create a pool of prospective clients. You will also maintain book-keeping systems, databases, and records to track client information and goals. Delivering client-focused solutions and building long-lasting relationships is essential in this role. Additionally, you will need to stay up-to-date with new products and services, and effectively communicate, present, and pitch these to clients.
Key Responsibilities:
- Promote new insurance products to prospective clients
- Network, cold call, and utilize referrals to create a pool of clients
- Maintain book-keeping systems and databases
- Deliver client-focused solutions and build relationships
- Stay up-to-date with new products and services
Requirements:
- Positive attitude and enthusiasm
- Ability to work with goals and deliver results
- Effective communication, presentation, and pitching skills
What We Offer:
A dynamic and supportive work environment, opportunities for professional growth and development, and a competitive compensation package.
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