
Insurance Agent – Advanced Market Strategy
Posted May 2

Posted May 2
• Assess client needs and propose customized insurance solutions.
• Cultivate and sustain robust client relationships.
• Generate leads through networking, referrals, and resources provided by the company.
• Inform clients about the various policies and coverage options available.
• Follow up with potential clients to finalize sales and ensure customer satisfaction.
• Remain up-to-date on industry trends and product offerings.
• Operate independently while working in collaboration with a supportive team.
• Possession of an insurance license (or a willingness to obtain one – we offer assistance).
• Excellent communication and interpersonal skills.
• 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.
• Competitive commission structure with the potential for bonuses.
• Flexible work schedule (remote position).
• Comprehensive training and mentorship programs.
• Access to highly-rated insurance carriers and products.
• Opportunities for professional growth and leadership development.
• Supportive team culture with continuous coaching and professional development.
Legacy Planning
Legacy Planning
Aprio
Legacy Planning
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