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5 дней назад

Agent Sales II (Insurtech)

Формат работы
onsite
Тип работы
fulltime
Грейд
middle
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Agent Sales II (Insurtech): Developing client relationships and growing insurance business by assessing needs, recommending coverage, and supporting customers through policy issuance. with an accent on consultative selling, insurance product knowledge, retention, and regulatory compliance. Focus on generating qualified opportunities, preparing proposals, coordinating underwriting, and meeting sales and customer service goals.

Location: Farmington, Connecticut, United States

Company

hirify.global is an independent distributor of life, health, and wealth insurance products with a strong insurtech focus.

What you will do

  • Generate new business through referrals, prospecting, networking, and lead follow-up.
  • Assess client needs and recommend suitable insurance products and coverage options.
  • Educate clients on benefits, exclusions, policy features, and available solutions.
  • Prepare insurance proposals and quotations and support applications, underwriting, and policy issuance.
  • Maintain client relationships, support retention and cross-selling, and meet sales and service objectives.
  • Collaborate with service, underwriting, and operations teams while maintaining accurate CRM documentation.

Requirements

  • High school diploma or equivalent required; a bachelor's degree is preferred.
  • At least 2 years of insurance sales, financial services sales, or related experience.
  • Active state insurance license(s) or the ability to obtain required licensing.
  • Proven ability to meet sales and customer service goals.
  • Strong communication, relationship-building, and consultative selling skills.
  • Proficiency with Microsoft Office and CRM platforms.

Culture & Benefits

  • Family-like work environment focused on employee support and professional growth.
  • Career development opportunities within a hyper-growth company.
  • Competitive compensation package with benefits for employees and their families.
  • Support for independent agents serving clients in person, by phone, and online.

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