Life Insurance Sales Agent

The Colie Group • Columbia, SC, US

Posted 27 days ago

Description

We are looking for a life insurance agent with amazing customer service skills to join our fast-growing insurance agency and help clients achieve their financial goals. You’ll serve on the front lines of insurance sales, helping new customers navigate our products, processing claims and inquiries, and developing an ever-growing lead list to secure new business. If the thought of coming to work every day and making a positive impact on clients’ lives excites you, start your application today.

Responsibilities

What You'll Do

Connect with pre-qualified clients through our proprietary lead platform
Conduct needs assessments and present tailored life insurance solutions
Build and maintain a long-term book of business as a trusted advisor
Manage your pipeline, track performance, and stay compliant

Identify new client insurance needs, insurance risk, goals, current coverage, and financial situation by scheduling meetings for new customers, ensuring a personalized experience
Manage electronic and paper records and ensure all contracting paperwork is kept current
Onboard incoming and retain existing clients via a variety of customer service tasks, such as appointment booking, and responding to inquiries regarding billing, coverage, eligibility, and insurance policies
Expand our prospective customer base and market our insurance products via including networking, referrals, cold calling, and various marketing strategies to bring in new business
Process current policyholders’ insurance claims while monitoring the status of existing insurance claims

Qualifications

What You Bring

Strong communicator who builds trust quickly
Self-directed, results-driven, and comfortable working independently
Active life insurance license preferred — if not licensed, we'll get you there
Bachelor's degree preferred; a strong sales record speaks louder

Previous customer service or experience as a sales representative preferred
Possesses outstanding interpersonal and communication skills

Compensation

$75,000 - $175,000

About The Colie Group

If you've ever been told you're too competitive, too driven, or that you "work too hard" - welcome home!

The Colie Group was established in 2015. Our championship team is dedicated to cultivating valued relationships with our elite business partners and the thousands of clients whose lives we have impacted. We provide superior sales expertise with integrity, backed by six generations of experience. Our agency offers a personalized approach to providing tailored solutions to each of the clients' needs - from the young to the elderly.

Our pursuit has always been anchored by purpose, on purpose.

What You Get:

Day-one vesting and agency development support.
Bonus comp, retirement plans, and international travel incentives.