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TRANZACT · 1 day ago

Sales Agent - South Charlotte

Charlotte, NC

Full-time

Onsite

Entry Level

$50K/yr - $70K/yr

1+ years exp

TRANZACT is a leading direct-to-consumer insurance services business, specializing in the distribution of Medicare Advantage, Medicare Supplement and Life & Supplemental insurance policies. The Sales Agent role involves contacting prospective customers, explaining policy features, and helping them obtain new insurance policies in a call center setting.

AdvertisingDirect SalesInsurance

Responsibilities

Contacts and qualifies prospective customers and explains features and merits of policies offered, recommending amount and type of coverage based on analysis of prospect's circumstances

Communicates professionally with customers to explain policies, show value of brand(s) represented, follow-up as necessary to sell appropriate plans or policies

Calculates and/or quotes premium rates for recommended policies

Develops and maintains thorough product knowledge

Demonstrates a high degree of integrity and follows compliance/quality assurance requirements

Utilizes client and/or company-provided computer systems to perform accurate and timely data entry and submit applications

Follows scripts and designated sales processes to complete sales in a compliant and effective manner

Participates in training and coaching on an ongoing basis to maintain and improve performance

Other duties may be assigned