Insurance Sales Representative

hace 2 semanas


San Juan, San Juan, Puerto Rico Popular Bank A tiempo completo
Job Summary

Manage sales-based marketing strategies to identify and secure potential clients for comprehensive risk management solutions. Develop strong relationships with internal employees and other producers to ensure quality service standards.

Key Responsibilities
  • Meet with new, existing, and prospective policyholders to assess their financial position and propose plan options.
  • Develop commercial clients about their insurance options based on benefits and limitations of each policy.
  • Ensure all clients complete required forms and inform them on insurance policy requirements.
  • Host special events for clients and participate in special activities representing the company.
  • Prepare and deliver insurance proposals to potential and existing clients.
  • Inform of sales/services efforts and client complaints.
Education and Experience

Bachelor's degree in business administration or related field. At least three years of related experience, with experience in sales and process management preferred.

Certifications and Licenses

Life and/or Disability and/or Property & Casualty License. Industry Certifications preferred.



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