Agent Sales I - Trusted Senior Specialists

Trusted Senior Specialists has served the senior market since 2005, by protecting their most valuable assets, their Health, Wealth, and Well-being through the profession of insurance. By partnering with Integrity Marketing Group, our firm will have access to technology and resources designed to help our growing network of agents and Medicare Coaches to serve more Americans.
 
Position Summary 

Responsible for providing sales support for insurance clients by creating timely illustrations, sending of state specific and compliance forms, providing educational or point of sale documents, and is a liaison between carriers and clients.
 

Primary Responsibilities: 

• Ability to elicit an client’s needs with speed and composure

• Answer questions for the clients specific to service inquiries and resolving problems, by responding orally, virtually, and or in writing

• Have a passion to deliver top quality service

• Able to navigate the Web and provide web-based documents to clients as needed

• Be computer literate and efficient in Word, Excel

• Provide input and support on new product and sales processes

• Participation on Team and Individual Meetings

• Have strong communication skills and great work ethic

• Outbound and Inbound calls

• Perform other duties as assigned

Primary Skills & Requirements:  

• Previous Insurance or financial experience is preferred

• Ability to communicate effectively and professionally both verbally and written

• Customer service skills

• Multi-task in a fast-paced environment

• Organized and can prioritize tasks

• Ability to work as part of a team and independently

• High School degree minimum

• Must possess proficient computer skills and excellent knowledge of Microsoft Office products and Window-based applications

• Proven to be highly dependable and self-motivator

• Is curious and able to ask probing questions to obtain necessary information.

• Able to work across time zones with remote team members

• Bilingual is highly encouraged

• Active Life and Health license