Phone Insurance Agent
About The Position
At The Family Security Plan®, we prioritize employee growth, value diverse opinions, recognize exemplary work, and foster a fun, inclusive culture. With over 50 years of experience, our mission is to educate underserved communities on financial wellness and affordable insurance protection. Through partnerships with credit unions, we provide our sales team with a stream of leads while empowering agents to generate referrals and build new and lasting relationships. We are dedicated to making a difference in people’s lives while offering a supportive environment that encourages career growth and advancement. The New Business Phone Insurance Agent plays a vital role in expanding our policyholder community by building business relationships, generating referrals, cultivating sales opportunities, and maintaining ongoing sales efforts. This role is essential for promoting our products and services and strengthening partnerships with credit unions and clients.
Requirements
- Heavy phone, cold calling & customer contact experience.
- Proven track record in sales.
- Ability to work flexible hours.
- Strong communication skills, both verbal and written.
- Proficiency with internet and email communication.
- Access to a reliable internet connection from a secure location.
- Coachable with a willingness to learn and adapt.
- Strong interpersonal skills and ability to work collaboratively with others.
- Excellent time management, organizational, and prioritization skills.
- High attention to detail.
- Consistently maintain a positive attitude and professional demeanor.
- Demonstrate ethical sales practices and ensure compliance with all relevant regulations.
Nice To Haves
- Insurance sales experience and/or licensing preferred.
Responsibilities
- Ability to be successful with cold calls and overcoming objections.
- Maintain a valid insurance sales license and fulfill continuing education requirements as needed.
- Answer calls in a professional manner discussing incentive programs for the credit union and The Family Security Plan
- Engage with credit union members through various channels to offer insurance products and services available through credit union membership.
- Drive referrals through existing and new business relationships.
- Qualify and close prospective members and recommend appropriate solutions for their insurance needs.
- Call and follow up on members through the appointment process and up sell opportunities.
- Accurately and thoroughly complete and submit insurance applications and documentation in accordance with company guidelines.
- Achieve and exceed monthly sales and retention objectives.
- Responsible to generate additional leads and families protected through prospect management, referrals and personal case development.
- Assess client and member needs to provide tailored insurance solutions that protect families and add value to credit union members.
- Close sales efficiently, ensuring all relevant paperwork is completed accurately and submitted to the appropriate credit union.
- Participate in weekly and monthly sales meetings as required by the regional manager or sales leader.
- Follow attendance and reporting procedures as directed by the regional manager.
- Consistently achieve daily PRO level sales and report total premiums, deductions, new members, and annual savings to credit unions, when applicable.
- Produce accurate, high-quality applications and documentation, submitting them per the manager’s schedule.
- Uphold and demonstrate PFP Core Values: Caring, Drive, Resilience, Integrity, and Passion.
Benefits
- Base pay plus incentives, bonuses, profit share, paid holidays, paid time off, exotic award trips, excellent benefits and paid training.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
