Insurance Sales Agent

Description

Do you love finding creative solutions?Are you a dynamic salesperson with experience in the Insurance industry? If so, we have the perfect opportunity for you! Our insurance team is looking for an experienced Sales Agent with a strong referral network to help our members with their insurance needs. In this role, you will market yourself to build your book business within our agency and work with the Credit Union staff to follow up on leads for new insurance requests and renewals for current members.

Here's what you can expect from the job and what you need to be successful :

Job duties

• Respond to phone calls, emails, member referrals from credit union staff in a timely manner; answer member questions regarding insurance coverage and offer solutions with the members' best interest in mind
• Identifying clients : Finding potential clients through leads and referrals, and networking with them
• Develop and maintain strong relationships with stakeholders in the insurance department and the credit union
• Prepare proposals for prospects and make follow-up calls to members; maintain up to date electronic files on all current and prospective members in compliance with agency and regulatory requirements
• Maintain list of policy expiration dates to contact and provide proposals in the future
• Maintain up-to-date electronic customer files in compliance with agency and regulatory requirements
• Maintain up-to-date knowledge of insurance industry trends, products / services, procedures and policies

Essential skills

Minimum Education : High School Diploma; Bachelor's degree is preferred

Certification / License : Must have OR Property & Casualty license, Life Insurance license. Others states are a plus

Location : Nimbus Experience Center - Beaverton, OR 97008

Target Compensation in Oregon : $34,800 annually + bi-weekly draw (draw is reconciled against future potential incentive earnings which could be up to $100K+ in the first year)

Benefits options include :

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First Tech is not currently offering Visa sponsorship for this position

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