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Life and Health Insurance Sales Agent
Selfless FinancialRemote
Posted ago
Description

Our rapidly expanding insurance agency is looking for a full-time life insurance agent to join our team! You’ll grow a list of prospective clients, market our insurance products, showcase our offerings to new customers, and help policyholders navigate the claims process. We’ll provide the support network and resources to help you reach - and exceed - your sales goals. If you have a strong drive to succeed, great communication skills, and outstanding customer service skills, we’d love to hear from you. Apply today!

Responsibilities
  • Acquire leads and call prospective clients to schedule informational discovery calls and present illustrated options via Zoom meetings
  • 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
  • Maintain databases, records, and bookkeeping, ensuring all paperwork is up to date
  • Determine new customers’ insurance needs, desires, insurance risk, prior coverage, and financial standing via booked consultations to ensure the best client experience possible
  • 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
  • Aid policyholders with the insurance claims process while supervising the progress of current insurance claims
Qualifications
  • 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
  • Familiarity with the Microsoft Office suite
  • Excellent verbal and written communication skills required
  • Previous customer service or experience as a sales representative preferred
  • Active Life & Health insurance license is a strong bonus
  • Prior health insurance or life insurance experience a bonus
Compensation
$100,000 at plan commission
About Selfless Financial

At Selfless Financial we focus on Tax-Free Retirement Accounts, Indexed Universal Life (IUL), and other strategies to help client's 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!

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