• Identify client needs and recommend tailored insurance solutions
• Develop and maintain strong client relationships
• Generate leads through networking, referrals, and company-provided resources
• Educate clients on available policies and coverage options
• Follow up with prospects to close sales and maintain customer satisfaction
• Stay informed about industry trends and product offerings
• Work independently while collaborating with a supportive team
Requirements
• Insurance license (or willingness to obtain one – we provide guidance)
• Strong communication and interpersonal skills
• Self-motivated with a results-driven mindset
• Ability to work independently and manage time effectively
• Basic computer skills for CRM and client management
• Technical devices to conduct business
Soft Skills
• strong communication skills
• interpersonal skills
• self-motivated
• results-driven mindset
• ability to work independently
• time management
Certifications & Qualifications
• insurance license
