Job DescriptionJob Description
ABOUT US!
- My agency started in January of 1996 and my office is one of the most tenured agencies in York county!
- We have a high energy, fun work environment
- We are very much Team focused and pull together to accomplish our goals!
ROLE DESCRIPTION:
- Work with and service existing customers and Market for new prospects currently not insured with our agency.
- Use a customer-focused, needs-based review process to educate customers about insurance options.
- Develop new prospects, daily outbound calls to schedule appointments, identify customer needs, and market appropriate products and services.
- Our office hours are Monday thru Friday 9:00 - 5:00 with arrival time of 8:45.
Grow your career! As an attentive, sociable, and sales-minded professional, we are eager to have you join our team.
RESPONSIBILITIES:
- Develop and maintain customer relationships in insurance and financial services.
- Consult customers with comprehensive financial planning and insurance options.
- Assist customers with retirement planning, investment management, and insurance needs.
- Stay current with market trends and product offerings.
QUALIFICATIONS:
- Prefer experience in insurance and financial services but is not required.
- Communication and interpersonal skills.