PFP Services · 1 day ago
Insurance Agent
Atlanta, GA
Full-time
Hybrid
New Grad, Entry Level
$55K/yr - $65K/yrPFP Services is seeking an Insurance Agent to expand their policyholder community by building business relationships and generating referrals. The role involves promoting insurance products and services, engaging with credit union members, and achieving sales goals while maintaining a valid insurance sales license.
BankingFinancial ServicesHealth InsuranceInsuranceLife Insurance
Hiring Manager
Alyssa Schneider
Responsibilities
Maintain a valid insurance sales license and fulfill continuing education requirements as needed
Engage with credit union members through various channels to offer insurance products and services available through credit union membership
Drive referrals through existing and new business relationships
Acquire new SEG/Business Opportunities (minimum 1 per month)
Foster relationships with credit union contacts to identify and generate new sales opportunities
Successfully complete training and required sales courses
Assess client and member needs to provide tailored insurance solutions that protect families and add value to credit union members
Close sales efficiently, ensuring all relevant paperwork is completed accurately and submitted to the appropriate credit union
Develop and sustain professional relationships with credit union staff, worksite personnel, and other employer group contacts
Participate in weekly and monthly sales meetings as required by the regional manager or sales leader
Follow attendance and reporting procedures as directed by the regional manager
Submit non-branch activity logs same day of off-site visits
Consistently achieve daily PRO level sales and report total premiums, deductions, new members, and annual savings to credit unions, when applicable
Produce accurate, high-quality applications and documentation, submitting them per the manager’s schedule
Collaborate with credit union branch managers to maximize sales potential
Uphold and demonstrate PFP Core Values: Caring, Drive, Resilience, Integrity, and Passion
Qualification
Required
Proven track record in sales
Strong communication skills, both verbal and written
Ability to travel to worksite locations as required
Proficiency with internet and email communication
Access to a reliable internet connection from a secure location
Coachable with a willingness to learn and adapt
Strong interpersonal skills and ability to work collaboratively with others
Excellent time management, organizational, and prioritization skills
High attention to detail
Consistently maintain a positive attitude and professional demeanor
Demonstrate ethical sales practices and ensure compliance with all relevant regulations
Maintain a valid insurance sales license and fulfill continuing education requirements as needed
Preferred
Insurance sales experience and/or licensing preferred
Benefits
Incentives
Bonuses
Profit share
Paid holidays
Paid time off
Exotic award trips
Excellent benefits
Paid training
Company
PFP Services
PFP has been providing credit union families and friends with high-quality, affordable insurance protection since 1973 and has grown to serve hundreds of credit unions throughout the country.
Founded in 1973
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
S
Stanley Sussman
Co-Founder
J
Joseph Herzog
Senior Vice President/Chief Financial Officer
Company data provided by crunchbase