Life Insurance Sales Agent Job at The Valdez Group
We are looking for a life insurance agent with an entrepreneurial spirit and amazing customer service skills to join our fast-growing insurance agency and help our 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 our clients’ lives excites you, start your application today.
Compensation:$125,000+ at plan
Responsibilities:- 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
- Determine new customers’ insurance needs, desires, insurance risk, prior coverage, and financial standing via booked consultations to ensure the best client experience possible
- Maintain databases, records, and bookkeeping, ensuring all paperwork is up to date
- Grow new business by generating a prospective customer base and advertising our insurance products via networking, referrals, and other marketing strategies.
- No cold calling.
- Leads available.
- Possesses outstanding interpersonal and communication skills
- Skilled with Microsoft Office
- High school diploma or equivalent required; Bachelor’s degree preferred
- Previous customer service or experience as a sales representative preferred
- Candidates with an active Life Insurance license or willingness to obtain - we help you.
- Enjoy talking to & helping & building professional relationships with clients.
Our passion is serving - both our clients & our teammates!
Our industry is Life Insurance. We help people across the country find the financial solutions they need to protect their families & their futures. We have partnered with Industry-leading Carriers/Insurance Companies to provide our team with a portfolio of products they are proud to offer their clients.
We follow up with families that have requested assistance and work with them to create a solution that best fits their needs and budget.
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