Licensed Sales Producer (Insurance Sales)
Core
Help individuals and families protect assets by generating new business and recommending auto, home, renters, life, and personal insurance solutions.
Role type
Licensed Sales Producer (Insurance)
Builds
Insurance policies and coverage solutions for personal and family assets
Domain
Insurance / Financial Services
Deliverable
product features
Required skills
outbound prospecting, customer relationship building, needs analysis, solution recommendation, sales goal achievement, retention management, documentation
Preferred skills
property & casualty licensing, handling rejection, onsite presence
Responsibilities
Generate and develop new business opportunities, Conduct outbound calls and prospecting activities, Follow up on leads provided by the agency, Identify customer needs and recommend insurance solutions, Quote and present insurance products, Maintain customer relationships and retention efforts