Keeper

Sales Representative, Life Insurance

Greenville, South Carolina, United States

$40,000 – $60,000Compensation
Entry Level & New GradExperience Level
Full TimeJob Type
UnknownVisa
InsuranceIndustries

Requirements

Candidates should possess customer service experience, the ability to visit customers and prospects door-to-door, and be at least 18 years of age. A paid license preparation/training period will be provided.

Responsibilities

As a Life Insurance Sales Agent, the individual will conduct sales presentations, recommend products, close sales, and utilize a Customer Care Sales Model. They will also continuously prospect for sales opportunities, collect premiums from policyholders, respond to customer service requests, maintain records, and process paperwork while increasing agency size and building strong customer relationships.

Skills

Sales Presentations
Prospecting
Customer Service
Sales
Record Keeping
Premium Collection
Customer Relationship Management

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.

Key Metrics

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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