Insurance Consultant & Relationship Developer

Company: The Horswell Group
Location: Houston
Posted on: January 28, 2023

Job Description:

You see your peers work for agencies that rely on discounting their price and value to maintain an edge on the competition, forcing their agents to take hundreds of inbound calls or chase down every single lead. You are smart enough to know that their low value, low price, high volume, and un-diversified business model will not stand the test of time--and so you know it's time for something different.

At The Horswell Group, we're creating an entirely new lane. When you partner with us, you will immediately inherit the innovative value proposition and business model you need to increase your profitability and efficiency as an insurance agent and the platform and support you need to launch your real estate business. -We aren't just insurance agents, we are risk managers who craft and manage clients' insurance portfolios. We aren't just an insurance agency, we are a Real Estate Brokerage and a Financial Planning firm that is looking for high-caliber Insurance Advisors who have the potential to be our organization's future leaders.

Responsibilities:

Set meetings with new and potential clients to listen to their needs, taking into account their financial statuses and stage-of-life priorities, and present insurance plan options tailored to their individual circumstances
Implement sales strategies and tactics proven effective in maintaining and growing existing customer portfolios comprised of loyal, long-term clients
Create tailored risk management strategies directly with clients that align with their risk profiles
Update bookkeeping systems, customer records, and sales databases to report your monthly and/or quarterly progress to goals to stakeholders
Continue your education on evolving insurance industry protocols to adequately fulfill all policy requirements and monitor insurance claims to customers' satisfaction


Qualifications:

Insurance license required
Strong interpersonal skills, communication skills, customer service skills, and analytical skills are required
Some experience with accounting or sales lead software is beneficial
Candidates should have basic computer skills and be able to use Microsoft Office programs
High school diploma mandatory; four-year undergraduate degree strongly preferred


About Company:
At The Horswell Group, we are blazing a trail to innovating the value proposition and business model for real estate, insurance, and financial planning by merging real estate with financial planning. We are your solution to the transformational changes that are happening in the real estate industry! We are looking to align our brand with elite professionals who build trust, deliver excellence, and the innovative strategy families need Through Every Season of life.



If you have what it takes to be on the ground floor of a revolution that is going to change the game, then we want to talk to you. #jointherevolution

Keywords: The Horswell Group, Houston , Insurance Consultant & Relationship Developer, Professions , Houston, Texas