Fay Financial · 1 day ago
Insurance Agent - Genstone
Fay Financial is a company within The Fay Group that provides a wide range of property services and real estate investment solutions. The Insurance Agent role involves achieving sales targets through proactive outreach and managing the sales pipeline for insurance applications, aiming for growth and compliance in the insurance sector.
Financial Services
Responsibilities
Achieving individual sales targets and meeting agency production requirements through outbound phone calls and other proactive sales activities
Working with referral sources or self-generated sales opportunities to fill and maintain a sufficient sales pipeline to quote, sell, and process insurance applications that meet or exceed monthly sales goals
Issuing profitable new business to achieve maximum growth, compliance, and profitability standards
Qualification
Required
Bachelor's degree in business or related field (or equivalent combination of years of experience with High School diploma/GED)
Must possess an active General Lines Property & Casualty Producer License to sell commercial insurance in home state, with a willingness to acquire additional state licenses as needed
2+ years' relevant sales experience
Previous experience in mortgage, servicing, or financial services industry
2+ years' outbound call center experience in Customer Service
Knowledge of business structures like LLC, LP, SP, and others
Knowledge of state-specific insurance requirements
Strong verbal and written communication skills
Customer service-focused with strong interpersonal skills
Collaborative work style; high team-orientation
Open to change; agile; high learning agility
Strong analytical skills coupled with sound judgement
Strong problem-solving abilities with the ability to analyze and interpret data to identify opportunities and propose solutions
Strong project management skills
Strong attention to detail; strong compliance orientation; high quality of work product
Ability to prioritize; effective time management
Self-directed; ability to proactively ask questions and surface issues/ concerns
Professional maturity, integrity, and ability to maintain confidential data and information
Strong business acumen; strong fiscal and technical aptitude
Strong skills in MS Word, Excel, and PowerPoint
Preferred
2+ years' experience in Insurance Sales, preferred
Encompass experience or similar software preferred
Active network of investor customers/ brokers a plus
Benefits
Medical, Dental, and Vision Insurance
Company Paid Life Insurance
Disability Insurance
Pet Insurance
401k Program with Employer Matching
3 Weeks Paid Time Off (PTO)
Paid Holidays
Wellness Initiatives
Employee Assistance Program
Eligible for Hybrid Work Schedule with Remote Flex Days
Company
Fay Financial
Fay Financial is a full-scale real estate services company that offers mortgage servicing
Funding
Current Stage
Growth StageRecent News
2025-02-05
2023-10-18
Company data provided by crunchbase