Account Associate


Charlotte, NC

What you'll be doing

Account associate is responsible to develop leads, schedule appointments, identify customer needs, and market appropriate products and services. A successful candidate must use a customer focused, needs based review process to educate customers about insurance options. Applicant has to maintain a strong work ethic with a total commitment to success each and every day. Candidate will build and develop customer relationships within the community to promote company products including auto, home and life insurance. Other duties have to perform as assigned.

What your background should be

Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred. Excellent interpersonal and communication skills, written, verbal and listening. Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams. Candidate must be people oriented. Ability to multi-task, conduct interviews in the office, assess customer needs and conduct effective interviews and effectively relate to a customer. Property & casualty license (must have currently) and life & health license (must be able to obtain)

Required Schooling / Training

Not Specified

Who is the client company

This company provides help to customers with their insurance and financial service needs, including auto insurance, home insurance, life insurance, retirement planning, college planning, health insurance, and renters insurance.
If you are interested in this position, send your resume to