Insurance and Financial Services Representative

Company: Agent Advantage Recruiting

Location: Birmingham AL

Number of Openings: 1

Salary Range: $55000 $80000 annually (USD)

Job Responsibilities

• Build and nurture longterm relationships with individuals and businesses in a lucrative Birmingham market.
• Identify client needs recommend appropriate insurance and financial products and guide prospects through the application and underwriting processes.
• Educate clients on policy options coverage details and financial planning tools to enable informed decisions.
• Meet or exceed monthly and quarterly sales targets while maintaining compliance with state and federal regulations.
• Maintain accurate and uptodate records of client interactions policy details and transaction histories in the CRM system.
• Collaborate with underwriters claims specialists and other internal teams to resolve client issues swiftly.
• Stay current on industry trends product updates and competitor offerings to provide the best solutions.
• Participate in ongoing training sales meetings and community outreach events to expand the companys presence.

Essential Qualifications

• Excellent communication negotiation and interpersonal skills with a strong focus on relationship building.
• Detailoriented with strong analytical abilities for accurate recordkeeping.
• Proficiency with standard office software (Microsoft Office email) and CRM platforms.
• Willingness to obtain and maintain a Property & Casualty (P/C) license (preferred) or any other required state insurance licenses.

Salary & Benefits

• Competitive salary ranging from $55000 to $80000 annually based on experience.
• Comprehensive health insurance plans.
• 401(k) retirement plan with company matching contributions.
• Paid time off holidays and sick leave.
• Supportive team environment with clear pathways for career advancement.

If you thrive on building lasting client relationships are eager to tap into a lucrative market and are ready to pursue a P/C license we encourage you to apply for this exciting opportunity at Agent Advantage Recruiting.