As a Family Risk Advisor, your primary objective is uncovering and understanding your client's entire insurance needs. You will be responsible for making sure the appropriate recommendations are made and discussed.
You will have the opportunity to serve both existing and new customers. One of your core objectives is to support the agency goals through organic customer acquisition.
Responsibilities include but are not limited to:
- Inbound and Outbound calls.
- Generating and presenting Insurance quotes.
- Providing excellent customer service.
- Adhering to all company policies.
You will have Accountability for the following:
- Individual Sales Production.
- Sales and Service Activities.
- Establishing a Center of Influence and Referral Partners.
- Understanding Insurance Policies.
Skills:
- Customer Service.
- Critical Thinking.
- Decision Making.
- Analytical.
- Soft Skills.
Requirements:
- Currently hold a valid Property, Casualty, and Life Insurance License.
- Minimum of one year sales experience.
- Telephone and in-person communication skills.
- Sufficient understanding of Microsoft Office suites.
- Pass a background and credit check inquiry.
Join Our Team. Bring Your Dreams.
We are looking for Team Members to be Sales Specialists, Family Risk Advisors and Customer Service Reps.
Team Member Career
Are you passionate about making a positive difference and having a meaningful impact on the lives of people in your community? We are always seeking talented, motivated individuals to join our team.