Job Description

Here is what a typical day looks like

  • Prospect and up-sell to clients on all lines of business sold.

  • Work and life balance with flexibility to create your own schedule to meet and exceed sales targets.

  • Consistently generate quality new business by networking and building Centers of Influence to ensure a consistent stream of referral business.

  • Promote retention by building strong relationships and providing quality advice to prospects and customers for long term sustainable growth.

  • Navigate multiple insurance partner online portals to complete customer applications.

  • Meet and exceed sales and retention targets.

  • Collaboratewith insurance company Underwriters to ensure evolving guidelines are met.

  • Liaise between client and external insurance partners to ensure fair and proper representation for both parties.

  • Continuous self-development, through industry and community inv...

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