Sales Representative, Life Insurance at Keeper

Raleigh, North Carolina, United States

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Not SpecifiedCompensation

Entry Level & New GradExperience Level

Full TimeJob Type

UnknownVisa

InsuranceIndustries

Requirements

Customer service experience
Ability to visit customers and prospects door-to-door
At least 18 years of age
Valid driver’s license with 100k/300k auto insurance coverage
Dependable vehicle (daily travel required)
Ability to pass background check, motor vehicle report check, and drug screening
Authorized to work in the United States

Responsibilities

Conducting sales presentations, recommending products, closing sales, and using the Customer Care Sales Model
Continuously prospecting for sales opportunities
Collecting premiums from policyholders based on a pre-arranged schedule
Responding promptly to policyholder service requests (e.g., beneficiary changes, claims, loans)
Appropriately keeping records, accounting for money collected, and processing paperwork
Increase the agency size
Build strong working relationships with customers
Devote whatever time is necessary to fulfill the responsibilities of the position
Commit to ongoing development of knowledge and skills

Skills

Key technologies and capabilities for this role

Life Insurance SalesCustomer ServiceSalesPremium CollectionClient Relationship Management

Questions & Answers

Common questions about this position

What is the compensation structure for this role?

The compensation for the role is fully commissioned based with a pay for performance model, offering increasing income opportunity as skills and knowledge grow, plus recognition through awards, prizes, and trips.

Is this a remote position or does it require office work?

This is a field role based in Raleigh, North Carolina, involving frequent personal visits with customers in their homes for premium collection and service needs.

What skills or qualifications are required for this position?

Minimum qualifications include customer service experience and the ability to build strong working relationships with customers, increase agency size, and commit to ongoing development of knowledge and skills.

What is the company culture like at Kemper?

Kemper fosters a high-performing culture with valuable opportunities for personal development, professional challenge, and a healthy work-life balance, emphasizing service to modest-income families and making a positive difference for customers.

What makes a strong candidate for this sales representative role?

A strong candidate is passionate about serving the under-served, has customer service experience, and is dedicated to growing an existing book of business through sales, prospecting, and building customer relationships.

Keeper

Digital platform for bookkeeping efficiency

About Keeper

Keeper.app provides a digital platform designed to assist bookkeeping and accounting firms in improving their operational efficiency. The main feature of the platform is a client portal that facilitates better communication between firms and their clients, along with comprehensive reporting packages that help streamline the month-end closing processes. By offering a subscription-based service, Keeper.app generates revenue through monthly or annual fees paid by its clients. What sets Keeper.app apart from its competitors is its strong emphasis on enhancing quality control and process efficiencies, as well as its commitment to exceptional customer service. The company's goal is to onboard more bookkeeping firms to its platform, thereby increasing productivity and simplifying their workflows.

Austin, TexasHeadquarters

2020Year Founded

$126.5KTotal Funding

SEEDCompany Stage

Enterprise Software, FintechIndustries

11-50Employees

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Unlimited Paid Time Off

Company Equity

Risks

AI-driven competitors threaten Keeper's market share in bookkeeping solutions.

Rapid tech advancements require Keeper to continuously innovate to stay competitive.

Data privacy concerns could impact Keeper's reputation and client trust.

Differentiation

Keeper offers a unique client portal for streamlined communication and reporting.

The platform focuses on improving quality control and process efficiencies for bookkeepers.

Keeper is praised for its exceptional customer service in the fintech sector.

Upsides

Integration with AI tools enhances Keeper's financial data insights and reporting.

Remote work trends boost demand for Keeper's digital collaboration solutions.

Cloud adoption in accounting offers expansion opportunities for Keeper's services.

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