Insurance Agent Trainee

Banyan Financial Group
Delray Beach, FL Full Time
POSTED ON 3/29/2022 CLOSED ON 4/25/2022

What are the responsibilities and job description for the Insurance Agent Trainee position at Banyan Financial Group?

Job Description


Are you looking to start a sales career or break into the insurance industry?  We want highly motivated and determined job seekers to APPLY TODAY. No matter your sales experience, we'll invest in your success. We understand that it takes time to build a business, to develop the proper skills and understanding, and to excel in this field.  We provide our new Sales Representatives with ongoing training and support on their path to success so they can best serve our customers! 

If you are looking to work for a well-established, best in class insurance agency, then apply today because we are hiring! Come join an agency that is committed to helping our clients choose the best insurance coverage to meet their needs while providing every customer with the all-star service they deserve! If you are hard-working and empathetic then the role as Insurance client advisor is for you!


Benefits


Paid Holidays

Base Salary with Commissions 

Bonus Opportunities

Paid Time Off (PTO)

Weekends Off

Holidays Off

Healthcare Spending Account


Responsibilities


  • Meet new business production goals and objectives as established.  Leads provided, sale to walk-ins
  • Solicits for new business via telephone, networking, and other lead sources.
  • Develop insurance quotes, makes sales presentations, and closes sales.
  • Develop ongoing networking relationships with Real Estate Agents, Mortgage Lenders, Title Companies, Auto Dealers, etc.
  • Document each customer contact in eAgent.
  • Thoroughly understand and follow all underwriting, rating and compliance requirements
  • Maintain client relationships with follow up phone calls.
  • Prospects for new business by following sales leads generated from referrals, networking, marketing, cold-calling, and lead databases.
  • Educate clients on the insurance policies that best suit their needs
  • Provide policies to new clients and explain benefits/risks of the policy

Requirements


  • Proficiency to multi-task, follow-thru and follow-up.
  • Excellent Communication/interpersonal skills.
  • A Property & Casualty license is preferred but will train good individual.
  • Must be highly self-motivated.
  • Professional phone etiquette.
  • Career minded vision.
  • Great Customer Service Skills.
  • Minimum 3-5 years prior sales experience is preferred.
  • Strong communication skills, both oral and written.
  • Be capable of handling customer rejection.
  • Interested in a sales career, sales experience preferred
  • No insurance experience required but must be willing to learn
  • FL 4-40 Insurance license required before the job starts
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