New Business Phone Insurance Agent at PFP Services in Orange, Connecticut

Job Description:

Job Overview:

TheNew Business Phone Insurance Agent plays a vital role in expanding our policyholder community by building business relationships, generating referrals, cultivating sales opportunities, and maintaining ongoing sales efforts. This role is essential for promoting our products and services and strengthening partnerships with credit unions and clients.

What's in it for you?

• Base pay plus incentives, bonuses, profit share, paid holidays, paid time off, exotic award trips, excellent benefits and paid training.
• We offer a base salary of $65,000.00 plus uncapped commission!

This position is a fit for you, if you:

• Are driven and goal oriented
• Are technologically savvy
• Have a high level of integrity with the desire to help others
• Are coachable
• Are positive
• Are resilient

Responsibilities:

• Maintain a valid insurance sales license and fulfill continuing education requirements as needed.
• Answer calls in a professional manner discussing incentive programs for the credit union and The Family Security Plan
• Engage with credit union members through various channels to offer insurance products and services available through credit union membership.
• Drive referrals through existing and new business relationships.
• Qualify and close prospective members and recommend appropriate solutions for their insurance needs.
• Call and follow up on members through the appointment process and up sell opportunities.
• Accurately and thoroughly complete and submit insurance applications and documentation in accordance with company guidelines.
• Achieve and exceed monthly sales and retention objectives.
• Maximize all opportunities in the process of closing a sale.
• Take overflow sales calls from the other channels in the call center.
• Responsible to generate additional leads and families protected through prospect management, referrals and personal case development.
• Successfully complete training and required sales courses.
• Assess client and member needs to provide tailored insurance solutions that protect families and add value to credit union members.
• Close sales efficiently, ensuring all relevant paperwork is completed accurately and submitted to the appropriate credit union.
• Participate in weekly and monthly sales meetings as required by the regional manager or sales leader.
• Follow attendance and reporting procedures as directed by the regional manager.
• Consistently achieve daily PRO level sales and report total premiums, deductions, new members, and annual savings to credit unions, when applicable.
• Produce accurate, high-quality applications and documentation, submitting them per the manager's schedule.
• Uphold and demonstrate PFP Core Values: Caring, Drive, Resilience, Integrity, and Passion.

Qualifications:

• Proven track record in sales.
• Heavy phone - customer contact experience.
• Insurance sales experience and/or licensing preferred.
• Ability to work flexible hours.
• Strong communication skills, both verbal and written.
• Proficiency with internet and email communication.
• Access to a reliable internet connection from a secure location.
• Coachable with a willingness to learn and adapt.
• Strong interpersonal skills and ability to work collaboratively with others.
• Excellent time management, organizational, and prioritization skills.
• High attention to detail.
• Consistently maintain a positive attitude and professional demeanor.
• Demonstrate ethical sales practices and ensure compliance with all relevant regulations.

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