Licensed Insurance Associate
Core
Licensed Insurance Associate driving business growth by developing professional relationships, identifying client needs, and supporting financial professionals in delivering tailored insurance solutions.
Role type
Licensed Insurance Associate (Business Development Track)
Builds
Tailored insurance solutions for dental and medical professionals
Domain
Insurance / Financial Services
Deliverable
client delivery
Required skills
networking, prospecting, relationship-building, client presentation, sales pipeline management, travel
Preferred skills
previous sales or business development experience, group presentation experience, leadership or community involvement
Technologies
None stated
Responsibilities
Generate new business opportunities through networking and prospecting; Meet with prospective clients to understand financial needs; Deliver presentations to professional organizations and clients; Attend industry conferences and networking events; Partner with senior financial professionals to strengthen client relationships; Maintain accurate records of business development activities and manage sales pipeline
Seniority
Entry-level, full-time
