Life Insurance Sales Agent Job at The Valdez Group
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!
Compensation:
$125,000+ at plan
Responsibilities:- Maintain databases, records, and bookkeeping, ensuring all paperwork is up to date
- 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
- 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
- Expand our prospective customer base and market our insurance products via, networking, referrals, and various marketing strategies to bring in new business
- No cold calling
- Leads available
- Familiarity with the Microsoft Office suite
- Must have graduated high school or received GED, a Bachelor’s degree is desired
- Client service experience as a sales representative a plus
- Candidates with an active Life Insurance license or willingness to obtain - we will help you
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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