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Risk Advisor

Davis Agency LLC
Federal Way, WA Full Time
POSTED ON 9/4/2023 CLOSED ON 10/16/2023

What are the responsibilities and job description for the Risk Advisor position at Davis Agency LLC?

Job Description

We are seeking a passionate, self-driven, natural born sales person with a desire to make a difference in peoples lives. As our newest insurance sales representative you will sell, market, and service our insurance products to existing clients and new customers. As a full-time sales representative you will help individuals, families, and small businesses secure their tomorrows.

Salary Range: $35000.00 - $100000.00 per year


Benefits

Paid Holidays

Base Salary with Commissions

Bonus Opportunities

Paid Time Off (PTO)

Holidays Off

Career Development & Growth

Tuition Reimbursement

Team Building Activities

Hands On Training

Performance Bonuses

Family Leave


Responsibilities


Meet new business production goals and objectives as established.

Solicits for new business via telephone, networking, and other lead sources.

Develop insurance quotes, makes sales presentations, and closes sales.

Develop ongoing networking relationships with Real Estate Agents, Mortgage Lenders, Title Companies, Auto Dealers, etc.

Secure all Trailing Documents from customers.

Immediately greet all customers, entering the office, in a friendly and helpful manner.

Ask each customer for referrals and explain our referral program.

Verify phone numbers, addresses and email addresses with each customer contact and update customer information.

Answer incoming phone calls on the first ring.

Return all phone messages promptly.

Thoroughly understand and follow all underwriting, rating and compliance requirements.

Maintain knowledge of new products.

Prospecting and generating new business through leads & referral sources.

Provide exceptional customer service.

Be outstanding at relationship building.

Maintain client relationships with follow up phone calls.

Cold call, direct email and perform other lead generation activities.

Obtain prospects information such as name, address, vehicle information and enter into quote sheets.

Informs customers of promotions and new or upgraded products using prepared scripts.

Provides on-going support to insurance clients as needed.

Prospects for new business by following sales leads generated from referrals, networking, marketing, cold-calling, and lead databases.

Presents and explains insurance policy options based upon prospective client needs and their personal goals.

Provide customers with additional information about new products and services.

Responds to all inquiries, cancellation requests, and sales requests within a specified timeframe.

Uphold the wants and needs of your customers

Educate clients on the insurance policies that best suit their needs



Requirements


Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.

Possess an upbeat, positive and enthusiastic attitude.

Be a great self-starter with a sense of urgency.

Create relationships from a cold start.

Proficiency to multi-task, follow-thru and follow-up.

Excellent Communication/interpersonal skills.

A Property & Casualty license is preferred but will train good individual.

Prior Sales Experience.

Must be awesome at opening doors and getting appointments from a cold start.

Must be highly self-motivated.

Professional phone etiquette.

Career minded vision.

Follow through and exceed current and prospective client expectations.

Works well with other employees and is a team player with a positive attitude.

Successful sales background.

Driven and goal-oriented individual.

Ability to tactfully handle stressful and difficult situations.

Be capable of handling customer rejection.

Previous work experience in sales, marketing, promotions or telemarketing.

Be equipped with great listening and closing skills.

Bilingual, fluent in both English and Spanish is beneficial.

Interested in a sales career, sales experience preferred

No insurance experience required but must be willing to learn


Company Description

The Davis Agency LLC is a local Insurance Agency representing American Family Mutual Insurance. Based in Federal Way, the agency first opened its doors in October of 2020 and has been growing steadily ever since. Chuck the Agent and Agency Owner is a U.S. Coast Guard Veteran and spent nearly 15 years in the HVAC industry before transitioning into Agency Ownership.

We operate with integrity and take our fiduciary responsibilities to our clients very seriously. We will always strive to operate in the best interest of our clients, and as it says in the name, whether a client or employee, when you're with us, you're family.

Salary : $35,000 - $100,000

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