Insurance Agent

The Family Security Plan is focused on expanding its policyholder community through the role of an Insurance Agent. This position is essential for building business relationships, generating referrals, and promoting products and services while maintaining ongoing sales efforts.ResponsibilitiesMaintain a valid insurance sales license and fulfill continuing education requirements as neededEngage with credit union members through various channels to offer insurance products and services available through credit union membershipDrive referrals through existing and new business relationshipsAcquire new SEG/Business Opportunities (minimum 1 per month)Foster relationships with credit union contacts to identify and generate new sales opportunitiesSuccessfully complete training and required sales coursesAssess client and member needs to provide tailored insurance solutions that protect families and add value to credit union membersClose sales efficiently, ensuring all relevant paperwork is completed accurately and submitted to the appropriate credit unionDevelop and sustain professional relationships with credit union staff, worksite personnel, and other employer group contactsParticipate in weekly and monthly sales meetings as required by the regional manager or sales leaderFollow attendance and reporting procedures as directed by the regional managerSubmit non-branch activity logs same day of off-site visitsConsistently achieve daily PRO level sales and report total premiums, deductions, new members, and annual savings to credit unions, when applicableProduce accurate, high-quality applications and documentation, submitting them per the manager’s scheduleCollaborate with credit union branch managers to maximize sales potentialUphold and demonstrate PFP Core Values: Caring, Drive, Resilience, Integrity, and PassionSkillsProven track record in salesStrong communication skills, both verbal and writtenAbility to travel to worksite locations as requiredProficiency with internet and email communicationAccess to a reliable internet connection from a secure locationCoachable with a willingness to learn and adaptStrong interpersonal skills and ability to work collaboratively with othersExcellent time management, organizational, and prioritization skillsHigh attention to detailConsistently maintain a positive attitude and professional demeanorDemonstrate ethical sales practices and ensure compliance with all relevant regulationsMaintain a valid insurance sales license and fulfill continuing education requirements as neededInsurance sales experience and/or licensing preferredBenefitsBase pay plus incentivesBonusesProfit sharePaid holidaysPaid time offExotic award tripsExcellent benefitsPaid trainingCompany OverviewThe Family Security Plan with the belief that affordable insurance solutions should be available to everyone. It was founded in 1973, and is headquartered in Orange, Connecticut, USA, with a workforce of 201-500 employees. Its website is https://familysecurityplan.com/.



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