Full-time Insurance Agent
Full-time (40 Hours)
In this position you will provides service to clients’ changing insurance needs by selling property and casualty insurance products. This position will develop relationships for long-term client sources and referrals, determine clients' particular needs and financial situations by scheduling fact-finding appointments, determining extent of present coverage and assets, ascertaining long-term goals of clients, develop a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation, obtains underwriting approval by completing application for coverage, completes coverage by delivering policy, planning future follow-up visits and evaluations of needs, provides continuing service by providing direct deposit forms, reassessing client needs, updates job knowledge by participating in educational opportunities, reading professional publications, maintaining personal networks, participating in professional organizations, and enhancing the Goldenwest Credit Union Insurance Agency reputation.
7926 South 1300 East
Sandy, Utah 84094
Monday through Friday 8:30 a.m. – 5:30 p.m.
Essential Duties & Responsibilities
To be effective in this position an individual must be able to perform each job duty successfully.
• Provide excellent service to members and potential members
• Recognize member needs and cross-sell products and services
• Represent the Credit Union in a professional manner, both in dress and in action
• Accurately and efficiently process transactions in accordance with established policies and procedures
• Actively participate and complete product knowledge courses
• Follow-up on referrals
• Comply with all regulations as required by law
• Perform other duties as assigned
Knowledge, Skills & Abilities
The requirements listed are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals to perform the essential job functions.
2+ years of insurance sales experience
Education & Certification
High School Diploma or equivalent AND property and casualty insurance license is required
Other Skills & Abilities
Strong working knowledge of Microsoft Applications – especially Excel; adept at analyzing financial and personal data; ability to prioritize multiple requests in a fast-paced environment with impeccable attention-to-detail and accuracy; ability to exercise substantial judgment and discretion in non-routine matters; ability to prioritize and manage workflow to maximize productivity; ability to handle proprietary and confidential material appropriately, effective verbal & written communication skills, professional and well groomed, positive attitude and willingness to promote credit union products and services.
Physical Abilities & Working Conditions
Ability to talk, hear, sit, use hands to handle or feel and reach with hands and arms consistently. Ability to stand, walk, kneel and crouch occasionally. Close vision as clear vision at 20 inches or less, and distance vision as clear vision at 20 feet or more. Ability to lift up to 10 pounds consistently and up to 50 pounds occasionally. Moderate noise such as business office with computers and printers, and light traffic.
How to ApplyApply Now
Goldenwest Credit Union is an equal opportunity employer. Applicants may be subject to a credit and background check to determine employment eligibility.