Cornerstone Capital Bank ยท 5 months ago
Bilingual Insurance Sales Agent
Cornerstone Capital Bank is a leading mortgage servicer known for its exceptional service and employee satisfaction. They are seeking a Bilingual Insurance Sales Agent to provide quotes, close leads, and maintain client relationships while advising on various insurance policies tailored to clients' needs.
Financial Services
Responsibilities
Contact potential clients to expand their own customer base
Interview prospective clients to get information about their financial situation and discuss existing coverage
Explains various insurance policies and products to potential and existing clients; guides clients in selecting coverage to best meet their needs
Suggests modifications and updates to clients existing insurance policies
Builds customized insurance policies and packages to meet clients needs
Qualification
Required
High school Diploma or equivalent
Bilingual - English/Spanish required
Experience with managing customer relationships
Experience with CRM systems
Entrepreneurial spirit
Problem-solving mindset
Self-motivated with a hands-on, self-starter approach
Excellent time management abilities
High level of attention to detail and organizational skills
Driven by results and committed to continuous improvement
Demonstrating integrity and fostering honest communication
Preferred
General Lines License
Benefits
Competitive salary
Full benefits package
Potential for a performance-based bonus
Company
Cornerstone Capital Bank
We are a team of dynamic, enthusiastic, and service-oriented individuals who want to make banking and mortgages easier for you.