Pareto Capital is hiring a
Sales Associate

Summary

Join our team at ParetoHealth as a Sales Associate specializing in new business management and underwriting strategy. You will play a vital role in maintaining and expanding our client base, working closely with clients to assess their insurance needs, provide expert guidance on Pareto's value proposition, and collaborate with underwriters to secure appropriate coverage.

Requirements

• Bachelor's degree in Business, Finance, or related field preferred
• Previous experience in insurance sales, account management, or underwriting preferred
• Strong understanding of insurance products, underwriting principles, and risk assessment
• Excellent communication and interpersonal skills, with the ability to build rapport with clients and colleagues
• Detail-oriented with strong organizational and multitasking abilities
• Proficiency in insurance software and Microsoft Office Suite
• Commitment to upholding ethical standards and compliance with industry regulations

Responsibilities

• Meet or exceed sales targets and performance metrics
• Develop and maintain relationships with clients, providing personalized service and addressing their insurance needs
• Conduct thorough insurance assessments for clients, analyzing risks and recommending appropriate coverage options
• Collaborate with underwriters to review policy applications, assess risk factors, and ensure compliance with underwriting guidelines
• Prepare and present insurance quotes to clients, explaining coverage options, terms, and premiums
• Work closely with the sales team to identify cross-selling and upselling opportunities within existing client accounts
• Stay informed about industry trends, regulatory changes, and new insurance products
• Maintain accurate client records and documentation in the agency management system

Benefits

• Medical (100% employer paid)
• Dental
• Vision
• STD/LTD
• Employer 401(k) contribution