Remotery

Advanced Market Insurance Agents – High Level Strategy

atLegacy PlanningUS flagCaliforniaFull-timeInsuranceMid-levelSenior

Posted May 6

📋 Description

• Assess client requirements and propose customized insurance solutions.

• Build and nurture strong relationships with clients.

• Generate leads through networking, referrals, and resources provided by the company.

• Inform clients about available policies and coverage options.

• Follow up with potential clients to finalize sales and ensure customer satisfaction.

• Stay updated on industry trends and product offerings.

• Work autonomously while collaborating with a supportive team.


⛳️ Requirements

• Possession of an insurance license (or a willingness to obtain one, with our assistance).

• Excellent communication and interpersonal abilities.

• Self-driven with a focus on achieving results.

• Capability to work independently and effectively manage time.

• Basic computer proficiency for CRM and client management tasks.


🏝️ Benefits

• Competitive commission structure with opportunities for bonuses.

• Flexible work schedule (remote position available).

• Comprehensive training and mentorship programs.

• Access to premier insurance carriers and products.

• Opportunities for career advancement and leadership development.

• A supportive team culture with continuous coaching and professional growth.

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