Insurance Sales Representative

Join MetzWood Insurance, an established insurance agency located in Chatham, New York. We are seeking a motivated and experienced Insurance Sales Representative to join our dynamic team.

As an Insurance Sales Representative, you will be responsible for building and maintaining relationships with clients, identifying their insurance needs, and providing effective insurance solutions. This is an excellent opportunity to work in a fast-paced environment and make a significant impact on our clients' lives.

At MetzWood Insurance, we value professionalism, integrity, and exceptional customer service. If you are a self-driven individual who enjoys helping others and has a passion for sales, we would love to hear from you.

Paid Time Off (PTO)

Flexible Schedule

Health Insurance

Life Insurance

Disability Insurance

Career Growth Opportunities

Retirement Plan

• Prospect and identify potential clients through various channels, including cold calling, networking, and referrals
• Educate clients on different insurance options, understand their unique needs, and advise them on suitable coverage options, policies, and packages tailored to their requirements
• Generate and follow up on leads to meet consistently meet or exceed sales targets, as well as other performance metrics such as sales revenue, conversion rates, and policy renewals
• Build and maintain relationships with clients to ensure customer satisfaction and loyalty
• Collaborate with cross-functional teams, including underwriters, claims processors, and customer support, to provide a seamless customer experience and expediate policy issuance and claims processes
• Stay up-to-date with industry trends and regulations to effectively educate clients and recommend appropriate solutions

• High school diploma or equivalent; Bachelors Degree in Business, Finance, or related field a plus
• Proven experience of achieving and exceeding sales targets in a competitive environment
• Excellent communication and interpersonal skills
• Strong analytical and problem-solving skills
• Ability to work independently with a high degree of self-motivation, as well as thrive in a collaborative team environment
• Proficiency in using CRM software
• Prior experience in the insurance industry, particularly in sales or customer experience, a plus