Job Overview: We are seeking a motivated and dynamic Life Insurance Agent to join our team. The ideal candidate will have a strong background in sales and a passion for helping clients achieve peace of mind through comprehensive life insurance coverage. As a Life Insurance Agent, you will be responsible for generating leads, building client relationships, and providing expert advice on life insurance products.
Key Responsibilities:
Client Acquisition: Identify and pursue new business opportunities to grow the client base.
Consultation: Meet with clients to assess their insurance needs and recommend appropriate life insurance products.
Sales: Present and sell life insurance policies, including term, whole, and universal life insurance.
Policy Management: Assist clients with policy applications, renewals, and changes. Ensure all documentation is accurate and submitted in a timely manner.
Customer Service: Provide exceptional service and support to clients throughout the insurance process and address any questions or concerns they may have.
Market Analysis: Stay informed about industry trends, product offerings, and competitor activities to effectively position and promote our products.
Compliance: Adhere to all regulatory requirements and company policies to ensure ethical and compliant practices.
Qualifications:
Education: High school diploma or equivalent; Bachelor’s degree in Business, Finance, or a related field preferred.
Experience: Prior experience in sales or customer service is a plus; experience in insurance or financial services is highly desirable.
Licensing: Must obtain and maintain a state insurance license for life insurance (company will assist with licensing process if needed).
Skills:
Strong interpersonal and communication skills
Ability to build and maintain client relationships
Excellent organizational and time-management abilities
Proficiency in using CRM software and other office tools
A proactive and results-driven attitude
What We Offer:
Competitive commission and performance bonuses
Ongoing training and professional development opportunities
Supportive and collaborative work environment