Account Sales Representative - Choate Agency

We are seeking a dedicated and results-driven Insurance Sales Representative to join our dynamic team. In this role, you will be the face of our company, instrumental in building strong relationships with clients and helping them secure their financial future through our comprehensive insurance products. If you have a passion for sales and a commitment to excellent customer service, we invite you to bring your talents to our esteemed organization and play a key role in our continued success.

Job Responsibilities

- Identify and analyze potential client's insurance needs through direct communication, engagement, and relationship building with our exclusive leads.
- Present and sell various types of insurance policies to individuals and businesses, including life, health, and concepts around each including infinite banking and retirement planning.
- Customize insurance programs to suit individual customers, often covering a variety of risks.
- Maintain and grow a client base by reaching out to new leads and by nurturing relationships with existing clients.
- Explain features, advantages, and disadvantages of various policies to promote sales and help clients make informed decisions.
- Prepare and complete insurance paperwork, including applications, endorsements, and policy changes.
- Ensure that policy requirements are fulfilled, including completion of appropriate forms and necessary medical examinations.
- Follow up with clients after initial meetings or conversations to continue the sales process and address any concerns.
- Keep abreast of developments in the insurance industry, and stay informed about products, services, and best practices.
- Meet and strive to exceed individual and team sales targets set by the company.
- Respond to clients' insurance-related questions and issues in a timely and professional manner.
- Use various methods to contacts leads, such as texting, email, warm calling, and using referrals.
- Maintain detailed records of sales activities, client interactions, and follow-up processes in a company database or customer

Job Requirements

- Proven work experience as a sales representative, preferably in the insurance industry
- Active state-approved insurance sales license or willing to obtain one
- Strong understanding of sales principles, insurance products, and customer service practices
- Excellent communication, negotiation, and interpersonal skills
- Ability to build rapport and maintain client relationships
- Proficient in CRM software and Microsoft Office Suite
- Demonstrated ability to meet and exceed sales quotas
- Solid knowledge of various insurance policies including health, life, property, and casualty
- High school diploma; Bachelor's degree in business, finance, or related field preferred
- Ability to work independently with minimal supervision
- Strong organizational and time management skills
- Familiarity with the local market and insurance regulations
- Ability to analyze insurance needs and design appropriate coverage plans for clients
- Willingness to attend in-house educational seminars and training sessions to enhance insurance industry knowledge and sales skills
- Willingness to meet clients via video conferencing and or calls and texts
- Flexibility to work outside of standard business hours as needed

About Choate:

Team Choate is a diverse group of people who have come together to reinvent and lead the future of insurance. We offer a rare mix of world-class product leadership and insurtech with a top-ranked culture, outstanding corporate support, and rapid customer traction combined with a vision big enough to change the world. Choate welcomes and celebrates individuals of all backgrounds.


Choate benefits include health, life, dental and vision.  Current full time sales development representatives following our system typically earn $85,000 to $225,000 per year.


Employees can also take advantage of being able to work remotely, mentorship, coaching cohorts and online and or in-person training, as well as the top AI based technology for sales and team management.

No agent’s success, earnings, or production results should be viewed as typical, average, or expected. Not all agents achieve the same or similar results, and there is never a guarantee of results. Your level of success will be determined by several factors, including the amount of work you put in, your ability to successfully follow and implement our training and sales system and engage with our lead system, and the insurance needs of the customers in the geographic areas in which you choose to work.  Our Team is here to support you, but you should always do your own diligence before making any decision and verify you are able to do the core activities required in this position.  Success is your responsibility. 
 

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