Univista Insurance · 3 hours ago
Sales Associate
UniVista Insurance has been providing affordable and innovative insurance solutions tailored to the needs of South Florida communities for over 10 years. The Sales Associate will engage with potential and existing customers to understand their insurance needs and provide personalized insurance and financial solutions.
Responsibilities
Engaging with potential and existing customers to understand their insurance needs
Providing personalized insurance and financial solutions
Consulting with clients and explaining coverage options
Generating quotes and managing client accounts
Ensuring customer satisfaction
Building long-term customer relationships and achieving sales targets
Qualification
Required
Sales skills, consultative selling abilities, and a customer-focused approach
Knowledge of insurance products including auto, home, life, and health insurance
Excellent communication, interpersonal, and negotiation skills
Organizational skills to manage client accounts and maintain accurate records
Proficiency in basic computer systems and CRM tools
A state insurance license (or willingness to obtain one) is required
Ability to work independently with strong problem-solving skills
High school diploma or equivalent
Preferred
Previous sales or customer service experience is preferred but not mandatory
Additional certifications or degrees are a plus
Company
Univista Insurance
UniVista Insurance is an independent, family-owned, and operated franchisor of insurance-related products and services.
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
Avance Investment Management
2025-01-13Acquired
2021-07-15Private Equity
Recent News
globallegalchronicle.com
2025-02-10
2025-01-14
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