Insurance Sales Agent I in Oregon

Our partner is seeking an Insurance Sales Agent I in Happy Valley, OR. This role involves building relationships with current and prospective clients, providing guidance on insurance policies, and cross-selling solutions based on client needs. The position plays a key role in helping clients enhance their financial well-being through comprehensive insurance coverage.

Responsibilities

• Advise and cross-sell insurance policies to protect individuals and businesses from financial risks.
• Seek out new clients through referrals, networking, marketing, and lead databases.
• Tailor insurance programs to fit individual client needs and risk profiles.
• Interview clients to assess financial needs, property conditions, and existing coverage.
• Explain insurance policy features, advantages, and disadvantages, and process applications.
• Match clients with insurance policies offering the best rates and coverage.
• Calculate premiums...