Bedgood Financial Group

Job Brief: We are eager to take our business to the next level by hiring an experienced insurance agent with a proven track record of maintaining and growing customer portfolios. You’ll hone your sales skills by forging strong relationships that serve as the foundation for our firm’s prestige, and we’ll give you the support you need to reach your earning potential. Embracing a personal approach to insurance sales gives candidates a leg up in this role, which includes developing strategies for promoting all types of new insurance contracts; making changes or additions to existing ones; and collecting key client information for risk profiles used to identify insurance plans for each unique individual. If you’re up for the challenge, apply now!


Responsibilities:

• Continue your education on evolving insurance industry protocols to adequately fulfill all policy requirements and monitor insurance claims to customers’ satisfaction
• Keep bookkeeping systems, sales databases, customer records, and related organizational tools current to accurately report progress to monthly and quarterly sales quotas to stakeholders
• Work with policyholders to develop and deliver risk management strategies that fit their individual profiles
• Maintain and grow existing portfolios by developing and implementing effective and attentive sales strategies that cultivate long-term customer loyalty
• Set meetings with new and potential clients to listen to their needs, taking into account their financial statuses and stage-of-life priorities, and present insurance plan options tailored to their individual circumstances

Skills Required:

• Candidates should have basic computer skills and be able to use Microsoft Office programs
• Some experience with accounting or sales lead software is beneficial
• Superb analytical, interpersonal communication, and customer service skills are needed to succeed in this role
• Demonstrated comprehension of the insurance industry, insurance products, risk management profiles, and associated state and federal regulation