Job Description
Description Looking for a chance to achieve new career heights on a dedicated, compassionate team of successful insurance agents? Our insurance agency is expanding and needs the help of a life insurance agent to grow our list of prospective clients and onboard new clients. Our ideal candidate is great with people, a naturally talented salesperson, and harbors incredible customer service skills and a passion for helping those in need. You'll have an opportunity to help a thriving insurance team succeed and make a tangible difference in our clients' lives every day. If this sounds like a job you'd love, apply now!
Responsibilities • Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professional
• Create customized financial plans using the products and services we offer based on each client's potential life and financial needs
• Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals
• Use a CRM to organize each client's financial status, goals, cash flow, and monetary expectations for use in their individual financial plan
• Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products
What we're looking for... • We're looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses
• This is not just a sales job, it's a career with purpose and opportunity
• You'll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college
• Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements, and monitor insurance claims to ensure mutual satisfaction
• Process current policyholders' insurance claims while monitoring the status of existing insurance claims
• Manage electronic and paper records and ensure all contracting paperwork is kept current
• Evaluate new customers' insurance needs, insurance risk, existing coverage, long-term goals, and financial status through consultations to create a tailored experience that exceeds expectations
• Grow new business by generating a prospective customer base and advertise our insurance products via networking, asking for referrals, cold calling, and other marketing strategies
• Provide warm and professional customer service while onboarding new clients and maintain existing clients, including booking appointments, inquiry response, insurance eligibility, claim submissions questions concerning billing and insurance policies
Qualifications • Uncompromising integrity and the ability to effectively communicate complex programs and ideas is required
• Strong relationship management skills and/or experience required
• Must have the ability to successfully network and prospect for new clients
• Competitive
• Enterprising
• Coachable
• Communicative
• Self-disciplined
• Authentic
• Background in the health insurance or life insurance industries preferred
• Strong interpersonal and communication skills are a must
• High school diploma or equivalent required; Bachelor's degree preferred
• Customer service or experience as a sales representative are highly valued
• Active Life & Health insurance license is a strong bonus
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