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
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