Insurance Agent

PFP Services is focused on expanding their policyholder community, and they are seeking an Insurance Agent to build business relationships and generate referrals. The role involves engaging with credit union members, promoting insurance products, and maintaining ongoing sales efforts.

Responsibilities

• Maintain a valid insurance sales license and fulfill continuing education requirements as needed
• Engage with credit union members through various channels to offer insurance products and services available through credit union membership
• Drive referrals through existing and new business relationships
• Acquire new SEG/Business Opportunities (minimum 1 per month)
• Foster relationships with credit union contacts to identify and generate new sales opportunities
• Successfully complete training and required sales courses
• Assess client and member needs to provide tailored insurance solutions that protect families and add value to credit union members
• Close sales efficiently, ensuring all relevant paperwork is completed accurately and submitted to the appropriate credit union
• Develop and sustain professional relationships with credit union staff, worksite personnel, and other employer group contacts
• Participate in weekly and monthly sales meetings as required by the regional manager or sales leader
• Follow attendance and reporting procedures as directed by the regional manager
• Submit non-branch activity logs same day of off-site visits
• Consistently achieve daily PRO level sales and report total premiums, deductions, new members, and annual savings to credit unions, when applicable
• Produce accurate, high-quality applications and documentation, submitting them per the manager’s schedule
• Collaborate with credit union branch managers to maximize sales potential
• Uphold and demonstrate PFP Core Values: Caring, Drive, Resilience, Integrity, and Passion

Skills

• Proven track record in sales
• Strong communication skills, both verbal and written
• Ability to travel to worksite locations as required
• Proficiency with internet and email communication
• Access to a reliable internet connection from a secure location
• Coachable with a willingness to learn and adapt
• Strong interpersonal skills and ability to work collaboratively with others
• Excellent time management, organizational, and prioritization skills
• High attention to detail
• Consistently maintain a positive attitude and professional demeanor
• Demonstrate ethical sales practices and ensure compliance with all relevant regulations
• Maintain a valid insurance sales license and fulfill continuing education requirements as needed
• Insurance sales experience and/or licensing preferred

Benefits

• Incentives
• Bonuses
• Profit share
• Paid holidays
• Paid time off
• Exotic award trips
• Excellent benefits
• Paid training

Company Overview