Sample insurance sales representative job description
Are you an experienced insurance sales representative seeking a rewarding insurance sales career? [Company X] is looking for a strong insurance sales representative to help expand its business by actively seeking and retaining clients. The representative will become an expert on [Company X]’s offerings, and regularly contact prospective clients about various insurance products and policies. They will also answer questions and suggest plans that best fit the client, and must be customer-focused with a strong desire to research, source, and build long relationships with potential clients.
Objectives of this role
Design and implement effective marketing strategies to sell [Company X]’s insurance contracts
Help businesses, individuals, and families select an insurance policy that best fits their needs
Periodically reassess policy needs of clients, especially after life-changing events
Research and source prospective clients and new leads
Maintain regular contact with existing clients to discuss renewals or add-ons
Stay up to date with market trends and best practices of the insurance industry
Responsibilities
Explain various insurance policies and products to potential and existing clients, guiding them toward the best coverage
Issue quotes, maintain client records, prepare reports, and answer client questions about insurance plans and policies
Suggest modifications and updates to existing clients’ insurance policies
Build customized insurance policies and packages
Source potential clients through professional networks, cold calls, and referrals
Advise clients on potential risks and benefits of each policy
Skills and qualifications
Excellent written and verbal communication skills
Comfortable speaking with clients, whether over the phone or in person
Persuasive argumentation and listening skills
Ability to identify and contact prospective clients
Ability to build customized insurance policies and packages that meet clients’ needs
General knowledge of different types of insurance plans, including home, business, and automotive
Preferred qualifications
Strong background in the insurance industry
Friendly personality, with excellent interpersonal and sales skills
Resilient spirit and persistent nature
Strong analytical skills with a goal-oriented mind
Proven experience networking and building long-lasting relationships
Desire to receive feedback and improve performance