Insurance Agent
PFP Services is seeking an Insurance Agent to expand their reach by cultivating and closing new sales opportunities. The role involves generating leads through credit union partnerships and building long-term relationships with clients while driving growth with a positive attitude.
Responsibilities
- Cultivating and closing new sales opportunities
- Generating warm leads through credit union partnerships
- Building long-term relationships with clients and referral sources
- Driving growth with your talent, grit, and winning attitude
- Engaging credit union members and offering tailored insurance solutions
- Building and nurturing strong business relationships
- Generating referrals and closing deals
- Maintaining licensure and completing ongoing training
- Collaborating with internal teams and credit union partners
- Crushing goals and celebrating wins — every single week
Skills
- Proven success in sales
- Insurance experience or licensing (or willingness to get licensed)
- Excellent communicator (written + verbal)
- Reliable transportation and flexible travel within NYC
- Self-starter mindset with strong time management
- Ambitious & Goal-Oriented – You love a challenge and hate to lose
- Resilient & Positive – You bounce back and bring the energy
- Tech-Savvy & Organized – You work smarter, not harder
- People-Centric – You know how to listen, connect, and close
- Coachable & Hungry – You take feedback and run with it
Benefits
- Exotic Award Trips — Because your success deserves a first-class celebration
- Paid Training — We set you up to succeed
- Paid Time Off & Holidays — Balance is key
- Full Benefits Package — Health, dental, vision & more
- Career Advancement Opportunities — Grow fast with a company that’s scaling
Company Overview