Job 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:

• Develop a prospective customer base and advertise our insurance products through referrals, cold calling, networking, and other marketing strategies to secure new business
• 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
• Assist current policyholders during the insurance claims process while overseeing existing insurance claims
• Ensure all contracting paperwork is up to date while maintaining databases, records, and bookkeeping
• 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
• Acquire leads and call prospective clients to schedule informational discovery calls and present illustrated options via Zoom meetings or over the phone

Qualifications:

• Proficiency with Microsoft Office products
• High school diploma or equivalent required; Bachelor’s degree preferred
• Possesses outstanding interpersonal and communication skills
• Previous customer service or experience as a sales representative preferred
• Prior health insurance or life insurance experience a bonus
• Must reside in the USA
• Must have a laptop or home computer, or be willing to get one
• Must be a self-starter, accountable, goal-oriented, and willing to invest in yourself
• Must be able to invest in self
• must be positive/ no Debbie downers please.

About Company: At Selfless Financial, we focus on Tax-Free Retirement Accounts, Indexed Universal Life (IUL), and other strategies to help clients' future and/ or life insurance needs. We are focused on others' performance and well-being, more than our own. I personally will help you learn, train, get going, and help close deals for you. I sell at a high level when I want to. But honestly, I get a better fix of joy when I can help others change their lives, find success, and apply all that we have worked together on. Join the team and let's win!

Job Tags

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