Remote Account Executive

Posted 5 Days Ago
Be an Early Applicant
Clearwater, FL
Junior
Insurance
The Role
The Remote Account Executive will prospect, engage potential customers, and sell life insurance while building relationships and managing client needs. Responsibilities include tracking sales progress, setting personal goals, and utilizing a CRM for managing leads. The role offers growth potential, allowing representatives to build a team and become agency owners.
Summary Generated by Built In

The Metzen Agency, part of Symmetry Financial Group is looking for a life insurance sales representative to join our team as a fully remote sales representative. This person will actively seek out and engage prospective customers, but we are looking for those that are willing to go to work for their clients to ensure they are protected in the hardest of times.


The ideal candidate is driven, compassionate, hard working, disciplined, & willing to grow and learn! We are looking for a culture of passionate agents, thrilled and willing to do what it takes to build and incredible future for themselves & their loved ones while making an amazing impact on the clients they serve. We are looking for those with a long term, entreprenurial mindset that want to build something bigger than themselves!

Responsibilities:

  • Prospect - Hit the phones! This position will require many dials as you build your business, but with our system, our CRM, and our ability to purchase GREAT leads, the sky is the limit & we strive to help new agents to run 10 appointments every week with clients!
  • Develop and foster relationships - Maintain close communications with prospects to close sales and promote customer retention, and help client's by identifying all their life & health insurance needs.
  • Meet and exceed targets - You are your own boss, but in order to be successful, you'll have to set your own personal activity goals, and results goals, and be extremely disciplined!
  • Track progress and results - Record prospect interactions and track goal attainment, in order to be as profitable and successful as you can, you'll have to track your activity and progress so you can receive the coaching you need to grow and improve for the clients you serve.
  • Potential to GROW - You have the ability to grow as an insurance consultant with vast amounts of resources and training at your fingertips. But you also have the ability to BUILD your own team, and eventually become your own Agency Owner. Your potential is endless with Symmetry, a proven system, ability to get incredible leads, and build your OWN business.

Requirements:

  • Preferred - 1-2 years experience in sales, coaching or teaching
  • Excellent ability to manage and build relationships
  • Demonstrated ability to meet and exceed goals
  • Advanced skills in communicating, selling and negotiating
  • Unrelenting drive to understand and meet prospective customer needs
  • Familiarity with CRM systems
  • Coachable***

About The Metzen Agency:
Ali & Andrew started in the insurance industry when their son was born, and Ali had to step away from a role in corporate because her son was born with health complications. the insurance industry has provided the ability to be present as parents, flexible to work from anywhere in the U.S, and start dreaming bigger than they'd ever imagined. Because at Symmetry, you're able to build an agency that can provide longterm financial stability & flexibility.

The Metzen Agency is an insurance brokerage affiliated with Symmetry Financial Group dedicated to helping enrich the lives of our agents and clients, committed to helping others to grow and thrive.

Our employees enjoy a work culture that promotes integrity, growth, flexibility, and FUN. We also strive to create a culture of integrity and ethics. We want our agents to feel proud of their impact as they build a life they LOVE, where they truly enjoy what they do!

The Company
Chaska , , Minnesota
1 Employee
On-site Workplace

What We Do

The Metzen Agency, part of Symmetry Financial Group is committed to our values. We are here to make a better future for the families we help, and the leaders that join our team. We look for the right people, that do the right thing, even when no one is looking. We are proud of our honest, open, positive culture, and will protect that by finding good, kind, driven people to help us on our mission.

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