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Insurance Sales Associate
Seeking an experienced and results-driven insurance salesperson to join our energetic team. The individual in this role would provide information, education and support to potential insureds and nurture them through the application process from start to finish. Candidates for this position should prioritize customer care, acquisition, and company profitability.
Salary commensurate with experience plus commission
STATUS: Full Time Position
LOCATION: Roslyn, NY
DUTIES AND RESPONSIBILITIES:
• Generate and qualify leads via phone and email
• Schedule sales appointments and activities
• Promote products/services to new and existing customers
• Source and develop client referrals
• Track personal appointments, status reports, and sales using Salesforce
• Meet or exceed sales goals
• Continuously improve through feedback
• Excellent customer service and communication skills, both verbal and written
• Aptitude for negotiation and persuasion
• Highly motivated, determined, and target driven
• Ability to attend meetings, marketing events and trade shows during evening hours and on weekends
• The ability to travel within NY State
• Bachelor’s degree preferred but may accept relevant experience
• Currently active NY P&C Brokers License mandatory
• Familiarity with Salesforce a plus
• Insurance background a plus