Proactively contact clients to assess their insurance needs and provide tailored recommendations
Cultivate and maintain strong client relationships, offering ongoing support and guidance
Stay current on life insurance products and industry trends to better serve clients
Work collaboratively with team members to meet company and individual sales goals

Proven sales experience, with expertise in tracking, developing, following up, and closing leads
Strong multitasking and computer skills, with proficiency in both written and verbal communication
Familiarity with sales software (Infusionsoft knowledge a plus)
Excellent organizational skills and attention to detail
Active P&C Producer License
Fluent or native in Lithuanian or Russian
1-2 years of experience as a Customer Service Agent in the insurance industry

Insurance Sales Executive

Key skills