Insurance Consultant & Relationship Developer
Company: The Horswell Group
Location: Houston
Posted on: January 28, 2023
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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
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