Insurance Agent

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 while assessing client needs to provide tailored insurance solutions that protect families. Acquire new SEG/Business Opportunities (minimum 1 per month) and close sales efficiently, ensuring all relevant paperwork is completed accurately and submitted to the appropriate credit union. Foster relationships with credit union contacts to identify and generate new sales opportunities, collaborating with branch managers to maximize sales potential. Maintain a valid insurance sales license and fulfill continuing education requirements as needed. Participate in weekly and monthly sales meetings, follow attendance procedures, and submit non-branch activity logs same day as of off-site visits. Consistently achieve daily PRO level sales and report total premiums, deductions, new members, and annual savings to credit unions. Produce accurate, high-quality applications and documentation per the manager's schedule.