1 час назад
Personal Solutions Specialist (Insurance)
75 000 - 85 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Personal Solutions Specialist (Insurance): Driving new business sales and client retention for tailored personal risk management and insurance solutions with an accent on consultative selling, prospecting, and relationship building. Focus on generating first appointments, presenting customized proposals, addressing client-specific challenges, and coordinating with internal and third-party experts.
Location: Phoenix, Arizona, United States
Salary: $75,000–$85,000 annually
Company
Insurance Services is a large insurance brokerage and consulting firm providing personal risk management, insurance, and benefit solutions through a nationwide network of offices.
What you will do
- Drive new bness sales and retention for Personal Risk Services clients with complex financial and insurance needs.
- Conduct outbound prospecting and generate at least eight self-generated first appointments per week.
- Meet with prospects to understand their lifestyle and insurance needs, then recommend tailored solutions.
- Prepare and deliver professional presentations and proposals covering 's value proposition, industry trends, and customized insurance solutions.
- Identify prospect-specific sales challenges and develop strategic solutions while providing a personalized client experience.
- Collaborate with internal teams and third-party subject matter experts, manage prospecting activity in the Engagement Platform, and support cross-selling initiatives.
Requirements
- 2+ years of experience in a consultative sales role.
- High School diploma or equivalent required; a college degree is preferred.
- Property & Casualty insurance license required.
- Ability to generate 200+ outbound calls per week and achieve self-generated annual bness targets.
- Strong organizational, follow-up, customer service, collaboration, and independent working skills.
- Personable, highly motivated, and goal-oriented approach.
Culture & Benefits
- Professional development and employee reward and recognition programs.
- Competitive pay, incentives, and benefits, including medical, dental, vision, wellness, 401(k), flexible spending and health savings accounts.
- Paid family leave, paid holidays, disability coverage, life insurance, and other employer-sponsored programs.
- Community engagement, environmental sustainability initiatives, and diversity and inclon programs.
- Recognition as a leading insurance employer and workplace.
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