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Job description
Credit Union P&C Licensed Sales Producer
An exclusive opportunity to become a sales P&C producer for our Credit Union network. This role will be responsible for the sale of P&C products to existing credit union members and prospects. Tired of trying to find your own lead source? Join a team and help build an Agency from the ground floor.
Licensed Sales Producer
Responsibilities include:
• Effectively manage incoming and outbound calls
• Conduct policy reviews & update policies through endorsements
• Cross-sell existing customers with other P&C products
• Generate sales for Home and Auto products through outbound and inbound calls as well as banker referrals.
• Understand and guide customers through billing concerns
• Provide Excellent Customer Service
• Assisting with On-Boarding New Customers
• Understand and communicate all possible discounts with customers
• Listen, communicate and resolve customer concerns
• Process payments and policy changes
• Educate customers and prospects on how to protect their family and assets
• Provide a positive customer experience
Skills/Abilities
• Strong Personal Drive
• Goal Driven
• Ability to Multi-task
• Good organizational skills
• Confident with a Strong Work Ethic
• Excellent Communication/interpersonal skills
• Ability to work in a hybrid remote/in-person environment with a maintained focus
• Willingness to learn
• Strong attention to detail
Requirements:
• Must have an active Property & Casualty license
• 3+ years of successful sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
• 1+ years of successful customer service experience preferred
Compensation: Base salary 45k-50k with milestone bonuses. Potential annual compensation 100k+ in second year.
Job Types: Full-time, Permanent
Pay: $40,000.00 - $50,000.00 per year
Work Location: Hybrid remote in Houston, TX 77030
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