Remotery

Sales Professional

atLegacy PlanningUS flagColoradoFull-timeSalesMid-levelSenior

Posted May 6

📋 Description

• Assess client requirements 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 available policies and coverage options.

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

• Keep abreast of industry trends and product developments.

• Operate independently while collaborating with a supportive team.


⛳️ Requirements

• Insurance license (or a willingness to obtain one – guidance provided).

• Excellent communication and interpersonal abilities.

• Self-driven with a focus on achieving results.

• Capability to work autonomously and manage time efficiently.

• Basic computer proficiency for CRM and client management.


🏝️ Benefits

• Competitive commission model with potential bonuses.

• Flexible working hours (remote position).

• Comprehensive training and mentorship programs.

• Access to premier insurance carriers and products.

• Opportunities for career advancement and leadership development.

• Supportive team environment with continuous coaching and professional growth.

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