Insurance Professional

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🕒 Março 31

🐊 Florida, New York, +2 estados a mais – Remoto

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Johnson Financial Group

SiteLinkedInTodas as Vagas

1001 - 5000 funcionários

Fundada em 1970

🏦 Bancário

💳 Fintech

Banking • Fintech • Wealth Management

A Johnson Financial Group é uma empresa de serviços financeiros baseada em Wisconsin que oferece uma variedade de soluções de banco, gestão de patrimônio e planejamento financeiro adaptadas às necessidades individuais e empresariais. Com serviços que vão de empréstimos pessoais e financiamento de casas a serviços bancários comerciais e estratégias de investimento, a empresa busca apoiar os clientes na realização de seus objetivos financeiros. A Johnson Financial Group é reconhecida por sua abordagem centrada no cliente e compromisso com o envolvimento comunitário, tornando-se um player significativo no setor financeiro da região.

Descrição

• Provide services to clients who seek a change in their property & casualty insurance • Establish, maintain, and enhance client relationships to resolve issues and retain customers • Act as an outside sales agent, selling property, casualty, commercial lines, and other insurance products • Approach potential clients by phone, email, or in person • Develop a base for long-term sources of clients by using referrals or groups • Determine the specific needs of particular clients by researching current coverage and available options • Answer questions related to coverage and annual charges • Develop leads and schedule appointments • Utilize a customer-focused, needs-based review of client insurance options to educate clients • Obtain underwriting approval by completing an application for coverage • Update job knowledge by participating in educational opportunities (reading professional publications, maintaining personal networks, participating in professional organizations, etc.)

🎯 Requisitos

• Bachelor's Degree • Life, Health & Accident License (state dependent) or ability to get • Property Casualty License (state dependent) or ability to get; (NY, OH, FL, PA) • Prior sales experience not necessary • Bilingual in Spanish preferred • Experience with standard business applications including MS Office • Demonstrated entrepreneurial approach to growing business relationships • Critical thinking, proactive attitude, and strong communication skills • Organized, self-motivated, and proactive in problem-solving • Coachable

🏖️ Benefícios

• Commission only • Designated workspace