Experienced Bilingual Licensed Insurance Sales Representative
Job Description
The Walsh Family Agency is growing and looking for a Licensed Insurance Sales Representative to join our team in the University area of Charlotte, NC. Our agency has been a trusted part of the community in the same location for 40+ years, with a strong, established book of business and deep local relationships.
We’re building a team-focused, high-performance culture where hard work is recognized, success is rewarded, and team members have the opportunity to grow. If you’re a licensed insurance professional who enjoys helping customers, identifying coverage needs, and driving results, this is a great opportunity to join a stable and successful agency.
Benefits
- Paid Time Off (PTO)
- Hands on Training
- Mon-Fri Schedule
- Career Growth Opportunities
- Retirement Plan
- Evenings Off
- Continuous Learning and Development
- Positive Work EnvironmentFun & Friendly Co-workers
- Bonus Opportunities
- Appreciation lunches
- Home/Work life balance
- Monthly Commsion and Bonus opportunities
- Paid Holidays
- Business Casual attire
- Monthly sales incentives
Responsibilities
- Handle client questions and requests, resolving any issues promptly
- Provide an exceptional customer service experience to all clients
- Conduct client needs analysis to uncover coverage gaps and offer solutions
- Cross-sell products to existing clients to enhance their coverage
- Refer clients to other parts of the organization for additional services
- Document all customer interactions thoroughly and accurately
Requirements
- Candidate must have an Active Property and Casualty License to be considered
- You should have 1-3 years of experience in insurance sales or a related field.
- Preferably Allstate appointed in the last 6 months.
- Have strong problem-solving skills to address client needs effectively.
- Great with documentation and organizational skills to keep detailed records.
- Persuasive sales skills with the ability to close deals and meet sales targets.
- Bilingual, fluent in both English and Spanish is bonus