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Licensed Insurance Sales Agent at RE/MAX Executive

Licensed Insurance Sales Agent

RE/MAX Executive Charlotte, NC (On Site) Full-Time
We are eager to take our business to the next level by hiring an experienced insurance agent with a proven track record of maintaining and growing customer portfolios. You’ll hone your sales skills by forging strong relationships that serve as the foundation for our firm’s prestige, and we’ll give you the support you need to reach your earning potential. Embracing a personal approach to insurance sales gives candidates a leg up in this role, which includes developing strategies for promoting all types of new insurance contracts; making changes or additions to existing ones; and collecting key client information for risk profiles used to identify insurance plans for each unique individual. If you’re up for the challenge, apply now! Responsibilities: Keep bookkeeping systems, sales databases, customer records, and related organizational tools current to accurately report progress to monthly and quarterly sales quotas to stakeholders Work with policyholders to develop and deliver risk management strategies that fit their individual profiles Listen attentively to new and potential clients, evaluate their needs and their financial statuses, and propose ideal plan options for their unique circumstances and insurance needs Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements, and monitor insurance claims to ensure mutual satisfaction Maintain and grow existing portfolios by developing and implementing effective and attentive sales strategies that cultivate long-term customer loyalty • Develop leads through networking and other lead sources • Seek out new clients using various marketing methods and social media tools • Develop marketing strategies to gain interest from prospective insurance buyers • Ability to make compelling sales presentations that resonate and connect with clients and result in a closing ratio of 33% • Demonstrate the ability to identify client’s coverage needs and to account for those needs in the policy that is offered • Follow processes and procedures • Attend meetings, seminars, and programs to learn about new products and services and learn new skills • Meet sales, revenue, and profitability goals established for the agency • Deliver presentations at periodic company seminars, new agent onboarding sessions, and annual company events Qualifications: Excellent communication, customer service, analytical, and interpersonal skills are necessary Experience with accounting and or sales lead software is a plus High school diploma required; bachelor’s degree preferred Some computer skills with ability to use Microsoft Office is required Proven understanding of the insurance industry including insurance products, risk management and any state and federal regulations • North Carolina Property and Casualty License • Prior insurance sales experience • Familiarity with agency management and sales tracking systems and platforms • Ambitious approach to the growing book of business • Strong communication and relationship-building skills • Effective time management skills • Willingness to learn, be coachable, intuitive, and resourceful About Company: We are dedicated to helping our clients find the home of their dreams. Whether they are buying or selling a home or just curious about the local market, we would love to offer our support and services. We know the local community — both as agents and a neighbor — and can help guide our clients through the nuances of our local market. With access to top listings, a worldwide network, exceptional marketing strategies, and cutting-edge technology, we work hard to make our client's real estate experience memorable and enjoyable.

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