Barnes Agency
Location
Frisco, TX | United States
Job description
Job Title: Account Manager
Company Overview: Join our dynamic and rapidly growing team at the Barnes Family Agency, a leading provider of comprehensive life insurance solutions. We are committed to safeguarding our clients' financial futures and providing them with peace of mind through personalized life insurance plans. As an Account Manager, you'll play a crucial role in helping individuals and families secure their financial well-being.
Position: Account Manager
Location: Remote, USA
Responsibilities:
Client Consultation: Conduct thorough needs analysis to understand clients' financial goals, family situations, and risk tolerance. Provide expert guidance on suitable life insurance products.
Sales Presentations: Effectively communicate the features and benefits of our life insurance products. Tailor presentations to address clients' specific needs and concerns.
Relationship Building: Build and maintain strong, long-term relationships with clients. Be a trusted advisor, ensuring clients feel confident in their life insurance choices.
Sales Pipeline Management: Manage and grow a pipeline of potential clients. Utilize CRM tools to track leads, follow-ups, and sales progress.
Product Knowledge: Stay updated on industry trends, product offerings, and underwriting guidelines. Continuously enhance your knowledge to provide the best possible advice to clients.
Compliance: Adhere to all regulatory and compliance standards. Ensure accurate and timely completion of all required documentation.
Qualifications:
Insurance Licensing: Possess a valid life insurance license or willingness to obtain one at your own cost. (We offer an online course)
Sales Experience: Proven success in a sales or customer service role, preferably in the insurance or financial services industry.
Communication Skills: Excellent verbal and written communication skills. Ability to explain complex insurance concepts in a clear and understandable manner.
Goal-Oriented: Demonstrated ability to meet and exceed sales targets. Strong work ethic and self-motivation.
Customer-Centric: A genuine desire to help clients and provide them with the best possible life insurance solutions.
Team Player: Collaborate with colleagues and support team goals. Contribute to a positive and energetic team environment.
Benefits:
If you are a passionate and results-driven individual with a commitment to helping others secure their financial future, we invite you to apply for the Account Manager position at the Barnes Family Agency. Join us in making a meaningful impact on the lives of our clients while advancing your career in the insurance industry.
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