Sales Representative, Life Insurance at Keeper

Richmond, Virginia, United States

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Not SpecifiedCompensation

Entry Level & New Grad, Junior (1 to 2 years)Experience 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 as daily travel is required
Ability to pass a 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 such as beneficiary changes, claims, loans, etc
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 SalesField SalesCustomer ServicePremium CollectionRelationship BuildingSales Training

Questions & Answers

Common questions about this position

What benefits does Kemper offer?

Kemper offers competitive benefits, including Group Life Insurance, Major Medical & Dental, Short-term & Long-term disability, 401(k) with company match, Paid Vacation, and Employee Stock Purchase Program.

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

This is a full-time field role requiring door-to-door visits with customers in their homes for premium collection and service needs, based in Richmond, Virginia.

What are the minimum qualifications for this role?

Minimum qualifications include customer service experience, the ability to visit customers and prospects door-to-door, being at least 18 years of age, and having a valid driver’s license with 100k/30.

What is the company culture like at Kemper?

Kemper emphasizes a high-performing culture, valuable opportunities for personal development and professional challenge, healthy work-life balance, and dedication to servicing the insurance needs of modest-income families through frequent personal customer visits.

What makes a strong candidate for this sales agent position?

Strong candidates are passionate about serving the underserved, committed to increasing agency size, building customer relationships, devoting necessary time, and continuously developing skills, with customer service experience and door-to-door sales ability.

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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