Enterprise Sales Agent – Insurance

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🕒 Julho 30

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Planet Home Lending, LLC

SiteLinkedInTodas as Vagas

1001 - 5000 funcionários

Fundada em 2007

💸 Finanças

🏦 Bancário

👥 B2C

💰 $475.000.000 Debt financing em 2025-01

Finance • Banking • B2C

Planet Home Lending, LLC é uma instituição de crédito focada no consumidor, que oferece empréstimos para compra e refinanciamento de imóveis, financiamento para saque e reforma, VA, FHA, USDA, jumbo, construção, habitação manufaturada e produtos de home equity. A empresa enfatiza o acesso online às contas e o atendimento ao cliente, atendendo aproximadamente 500. 000 clientes, e se promove como uma instituição credora de habitação igualitária com sede em Meriden, CT (NMLS ID#17022). A Planet também participa de iniciativas comunitárias e ambientais e oferece oportunidades de carreira para profissionais do setor hipotecário.

Descrição

• Gives quotes and closes leads. • Retains relationships and advises clients on various policy benefits. • Tailors insurance packages to meet specific needs. • Works with inbound and outbound sales calls. • Tracks client data through Salesforce CRM system. • Engages with pre-qualified prospects. • Develops and maintains a pipeline of prospective clients through networking, referrals, cold calling, and lead generation activities. • Assesses client needs and recommends suitable insurance products and coverage options. • Explains policy features, benefits, and terms clearly to clients. • Processes applications, renewals, and policy changes accurately and timely. • Maintains accurate client records and tracks interactions using CRM or agency management systems. • Meets or exceeds monthly and annual sales targets.

🎯 Requisitos

• High school diploma or equivalent required; bachelor’s degree in business, finance, or related field preferred. • Property & Casualty Insurance License (Preferred) or passing the state licensing exam, once hired. • Proven experience in inside sales or the insurance industry, with expertise in the sales process and client management required. • Experience with managing customer relationships. • Strong communication, negotiation, and interpersonal skills. • Proficient with CRM software and Microsoft Office Suite. • Goal-oriented, self-motivated, and able to work independently or as part of a team. • Entrepreneurial spirit. • Problem-solving mentality.