Private Client Group Agent

atImpact Performance TeamRemoteUS flagWashingtonFull-timeUncategorizedJuniorMid-level$50k/year

Posted Sep 18

This is a fully remote position, open to applicants in Washington.

📋 Description

• Overseeing a minimum of 5 warm internal lead calls each week; guiding the process from initial intake to finalizing their business.

• Administering policies within the FirstMark portfolio; enhancing and expanding coverage options for clients.

• Handling referrals from agency proprietors.

• Collaborating with the Corporate Lead team to manage and follow up on warm internal leads.

• Cultivating enduring client relationships centered around optimal coverage, competitive pricing, and exceptional service.


⛳️ Requirements

• At least 2 years of experience in insurance sales within a client-facing position.

• Possession of a current Property & Casualty (P&C) insurance license.

• Candidates may reside anywhere across the nation but must be able to work during PST hours (8 AM - 5 PM, Monday to Friday).

• Capability to juggle multiple tasks and thrive in a dynamic work environment.

• Must be organized and take a proactive approach.


🏝️ Benefits

• Commission structure: 40% on new business, 25% on additional coverage, and agency owner referral business.

• Tailored mentorship designed to foster your professional development.

• Medical insurance coverage.

• Dental insurance options available.

• Vision insurance options available.

• 401(k) plan with company matching contributions.

• Paid time off.

• Funding for continuing education.

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