Licensed Insurance Sales Agent
Core
Sales Agent Trainee selling insurance products and Club memberships to support growth and profitability.
Role type
Licensed Insurance Sales Agent Trainee
Builds
Club memberships and insurance policies
Domain
Insurance / Financial Services
Deliverable
product features
Required skills
lead generation, prospecting, sales closing, customer service, policy administration, payment collection, underwriting compliance, vehicle/property inspection
Preferred skills
Bachelor's degree, 1-3 years insurance sales experience, Microsoft Office proficiency
Technologies
Microsoft Office (Word, Access, Excel, PowerPoint)
Responsibilities
Source and develop leads, quote rates and qualify applicants, inspect vehicles or property, sell Club memberships, provide policy service and update records, collect payments, attend training workshops
Seniority
Entry-level to Junior, hands-on IC