Client Executive - job 1 of 2
Skills
- Proven phone-based prospecting and outbound sales skills
- Consultative selling and needs analysis
- Strong verbal and written communication
- Relationship building and client management
- Familiarity with insurance quoting and placement processes
- Comfort working with CRM and proprietary prospecting tools
- Goal-oriented with track record of meeting production targets
Responsibilities
- Prospect and solicit new clients using Lamb’s proprietary database to create opportunities for policy placement.
- Directly sell insurance products to new and existing clients to meet production goals.
- Conduct consultative needs assessments and collaborate with carrier relations to deliver appropriate insurance solutions.
- Work with assigned Account Managers to service acquired clients and ensure high client satisfaction.
- Participate in in-house training to maintain product knowledge and refine sales/servicing strategies.
Education
- Bachelor’s degree required
Benefits
- In-house training and ongoing professional development
- Competitive commission / incentive structure
- Medical, dental, and vision insurance
- 401(k) retirement plan
- Paid time off and supportive company culture
- Opportunity to work with mission-driven nonprofit clients
Average salary estimate
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At Lamb Financial Group we provide “service that makes every client feel like our only client!”
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