Sales Advisor
Sales Advisor
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
- Evaluate current insurance coverage develop and advise proposal options that protect the investor as it relates to their real estate portfolio.
- Communicate directly with clients via phone email or in person in a professional and friendly manner.
- Educate clients on the differences in insurance coverage and assist them in determining the best coverage for their business model.
- Document coverage decisions in an effort to maintain accurate records.
- Assign locations to the appropriate Master Policy based on company guidelines.
- Contributes to team effort by collaborating with assigned team and accomplishing related results as needed.
- Build positive relationships and maintain excellent communication with all departments within the organization.
- Recognize the importance of affiliate and retail agentdriven opportunities and handle appropriately.
- Execute job functions with energy professionalism and integrity.
- Ability to maintain a 60 closing ratio on all new accounts.
- High School diploma required 4year college degree preferred.
- Two or more years in a Client Service position or Sales position.
- Property and Casualty license preferred.
- Above average skills in email social networking and phone etiquette.
- Specialized training in Insurance Continuing Education and Sales.
- Demonstrated ability in Microsoft Office Suite.
- General knowledge of real estate investing/transactions preferred.
- Industry specific affiliations are preferred.
- Ability to travel to industry events as needed.
Required Experience:
Unclear Seniority
Employment Type
Advisor
