Preferred Choice Financial Group
- employees
🛡️ Insurance
🤝 B2B
Insurance • B2B
Preferred Choice Financial Group is an insurance advisory and brokerage business that provides property & casualty insurance, life insurance and annuity products, and employee benefits solutions. The firm acts as an outside sales agent and adviser, serving both individual consumers (for personal property/casualty and life/annuity products) and businesses (for commercial lines and employee benefits). Services include lead development, needs-based reviews, client relationship management, underwriting application support, enrollment and ongoing benefits consulting, and sales via phone, email, and in-person meetings.
Insurance Professional
Job not on LinkedIn
🕒 March 31
🐊 Florida, New York, +2 more states – Remote
⏰ Full Time
🟡 Mid-level
🟠 Senior
🔒 Insurance
👻 Ghost score 53%
🗣️🇪🇸 Spanish Required
Where this job comes from
Posted on Preferred Choice Financial Group's careers page, not through a job board
First seen by Remote Rocketship March 31
Still open on Preferred Choice Financial Group's site. Checked 4 hours ago.
Preferred Choice Financial Group
- employees
🛡️ Insurance
🤝 B2B
Insurance • B2B
Preferred Choice Financial Group is an insurance advisory and brokerage business that provides property & casualty insurance, life insurance and annuity products, and employee benefits solutions. The firm acts as an outside sales agent and adviser, serving both individual consumers (for personal property/casualty and life/annuity products) and businesses (for commercial lines and employee benefits). Services include lead development, needs-based reviews, client relationship management, underwriting application support, enrollment and ongoing benefits consulting, and sales via phone, email, and in-person meetings.
📋 Description
• 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.)
🎯 Requirements
• 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
🏖️ Benefits
• Commission only • Designated workspace
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