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Insurance/Financial Representative Job in Defiance, Ohio US

Insurance/Financial Representative

Postema Consulting - Defiance, OH

Posted: 4/16/2024 - Expires: 5/16/2024

Job ID: 272436133

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Job Description

Full job description

Postema Insurance & Investments is a family-owned insurance agency. We provide excellent agent support and competitive compensation.

We are seeking a highly driven, ethical and organized insurance agent to join our growing team. In this position, you will provide services to clients who seek a change in their insurance. You will establish, maintain and enhance client relationships to resolve issues and retain customers. You will act as an outside sales agent, selling property, casualty, commercial lines, life, accident, health insurance and retirement plans to provide superior customer service.

Insurance Agent Duties and Responsibilities:

-Approach potential clients by phone, email, or in person
-Develop 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 application for coverage
-Update job knowledge by participating in educational opportunities (reading professional publications, maintaining personal networks, participating in professional organizations, etc.)
-Insurance Agent Requirements and Qualifications:

-Prior sales experience 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 and proactive in problem-solving
-Self starter- very motivated and willing to work
-High school diploma or equivalent
-Insurance License (preferred - required after employment)
-Property Casualty License or Life & Health License
-Unlimited Growth Potential
-No need to be micro-managed

Job Type: Full-time

Pay: $50,000.00 - $100,000.00 per year

  • Weekly schedule:
  • Monday to Friday

Work setting:

  • In-person
  • In the field
  • Office

License/Certification:

  • Life & Health Insurance License (Required)

Job Summary

Employment Type:
Full Time Employee
Job type:
Regular Employment
Skill Based Partner:
No
Education Level:
High school graduate
Work Days:
Mon, Tue, Wed, Thu, Fri
Work Shift:
First
Job Reference Code
N/A
Salary
N/A
Licenses / Certifications:
N/A
Display Recommended WorkKeys®Recommended WorkKeys®:
Applied Math: 5
Graphic Literacy: 5

Workplace Documentation: 5