Insurance Sales Agent - Remote
Core
Guide customers through insurance comparison and switching, analyze needs, and close sales for auto and home insurance.
Role type
Senior Insurance Sales Advisor (Inbound Call Center)
Builds
Insurance policies (auto and home) for individual consumers
Domain
Insurance / Financial Services
Deliverable
client delivery
Required skills
consultative sales approach, up-selling and cross-selling, navigating multiple systems, weekend availability
Preferred skills
P&C or Personal Lines license in Florida and California, broker or call center experience
Responsibilities
Engage with customers to guide them through the insurance comparison and switching process, Analyze customer insurance needs using a consultative and empathetic sales approach, Identify up-sell and cross-sell opportunities through identification of gaps in coverage, Exceed monthly sales targets while maintaining accuracy and integrity of the products sold