Sales Representative - Licensed conducts business development and sales activities with existing consumer banking customers and new prospects to increase sales of financial products and expand the customer base. Develops leads with customer profile development, telemarketing, and promotional events. Being a Sales Representative - Licensed maintains a broad understanding and detailed knowledge of the current financial product offerings. Assesses customer needs, explains each product's characteristics and benefits, and makes recommendations that align with the customer's financial objectives. Additionally, Sales Representative - Licensed may require a bachelor's degree. Completion of the FINRA Series 6 Investment Company Products/Variable Contract Limited Representative qualification exam and any required state licensing is required. Also requires completion of the FINRA Series 63 Uniform Securities Agent State Law Examination and any state licensing. Typically reports to a supervisor or manager. The Sales Representative - Licensed work is closely managed. Works on projects/matters of limited complexity in a support role. To be a Sales Representative - Licensed typically requires 0-2 years of related experience. (Copyright 2024 Salary.com)
Join Morgan Agency Inc., a leading insurance agency located in the heart of Morganton, North Carolina. We take pride in our strong ties to the local community and our commitment to providing top-tier service to our clients. As a Licensed Insurance Sales Representative, you will play a vital role in our team, assisting clients in securing the best insurance coverage to meet their needs.
If you are passionate about helping others, enjoy building relationships, and thrive in a fast-paced environment, we invite you to join our dedicated team. At Morgan Agency Inc., we value teamwork, integrity, and professional growth. Take the next step in your career with us!
Paid Time Off (PTO)
Hands on Training
Mon-Fri Schedule
Career Growth Opportunities
Retirement Plan
Evenings Off
Client Consultation: Engage with clients to understand their insurance requirements and offer personalized solutions.
Inbound Calls: Handle incoming calls efficiently, addressing inquiries and providing assistance.
Policy Recommendations: Assess client needs and recommend insurance plans that align with their goals.
Cross-selling: Identify opportunities to enhance client coverage by offering additional policies.
Relationship Building: Build long-lasting relationships with clients to ensure satisfaction and loyalty.
Continuous Development: Stay informed about industry updates and trends to provide informed recommendations.
Licensing: Must possess or be able to obtain a valid insurance license in North Carolina. Sales Experience: Previous experience in insurance sales or a related field is preferred. Communication Skills: Excellent verbal and written communication skills. Customer Focus: Strong commitment to providing exceptional service to clients. Professionalism: Ability to represent the agency in a positive and professional manner. Attention to Detail: Accuracy and attention to detail in all tasks.