Life Insurance Sales Agent
Primerica Victorville Rancho Cucamonga
Primerica Victorville, a leading insurance company, is currently seeking a motivated Sales Representative to join our team. As a Sales Representative, you will play a pivotal role in driving sales and building long-lasting relationships with clients.
Additionally, you will be responsible for providing exceptional customer service throughout the sales process and maintaining ongoing relationships with clients.
Responsibilities
Proactively prospect and generate new leads through various channels
Conduct client consultations to understand their insurance needs and provide suitable recommendations
Prepare and present insurance options to clients in a clear and compelling manner
Maintain accurate and up-to-date client records and sales activities in the company's CRM system
Follow up with clients to ensure their satisfaction and address any concerns or questions
Collaborate with team members to achieve sales targets and contribute to a positive team culture
Continuously develop and enhance product knowledge to stay informed about industry trends and market changes
Requirements
Excellent interpersonal and communication skills
Ability to build and maintain relationships with clients
Goal-oriented mindset and a strong desire to succeed
Self-motivated with a high level of initiative
Proficient computer skills, including the use of CRM software
We provide extensive training and support to help you excel in your role and achieve your career goals.
As a Sales Representative, you will have the opportunity to work closely with individuals and families, helping them understand the importance of insurance coverage and guiding them towards the best solution for their needs. You will be responsible for prospecting and generating new leads, conducting client consultations, and presenting insurance options.Additionally, you will be responsible for providing exceptional customer service throughout the sales process and maintaining ongoing relationships with clients.
Responsibilities
Proactively prospect and generate new leads through various channels
Conduct client consultations to understand their insurance needs and provide suitable recommendations
Prepare and present insurance options to clients in a clear and compelling manner
Maintain accurate and up-to-date client records and sales activities in the company's CRM system
Follow up with clients to ensure their satisfaction and address any concerns or questions
Collaborate with team members to achieve sales targets and contribute to a positive team culture
Continuously develop and enhance product knowledge to stay informed about industry trends and market changes
Requirements
Excellent interpersonal and communication skills
Ability to build and maintain relationships with clients
Goal-oriented mindset and a strong desire to succeed
Self-motivated with a high level of initiative
Proficient computer skills, including the use of CRM software
Ability to multitask and prioritize tasks effectively