Sales Agent - Insurance

Conduct client interviews to gather personal, financial, and medical information for insurance applications Explain insurance products, coverage options, and policy terms Assess potential risks and identify factors influencing underwriting decisions Complete and submit applications in compliance with company policies and industry regulations Liaise between clients and the underwriting department to resolve questions or obtain additional information Maintain accurate and confidential client records Stay informed about industry trends, underwriting guidelines, and product updates Meet clients at their locations and accommodate client schedules as needed Requirements High school diploma or equivalent required Bachelor's degree preferred Prior experience in insurance sales, underwriting, or financial services highly desirable State insurance license (Life/Health) or ability to obtain one Strong communication, presentation, and interpersonal skills Detail-oriented with excellent organizational abilities Proficient in CRM software and digital applications for client management May require evening or weekend availability Core Competencies Demonstrates expertise in client interviews, insurance product knowledge, and underwriting processes while maintaining compliance with industry regulations. Strong organizational and communication skills are essential for effective client management and relationship building. Highest-signal resume keywords Insurance Sales Experience Underwriting Knowledge State Insurance License (Life/Health) CRM Software Proficiency Client Relationship Management ATS Optimization Keywords Hard Skills Client Interviews Insurance Applications Risk Assessment Policy Explanation Application Submission Soft Skills Strong Communication Skills Presentation Skills Interpersonal Skills Detail-Oriented Organizational Abilities Certifications & Qualifications State Insurance License (Life/Health) Industry Keywords Insurance Products Underwriting Guidelines Compliance Financial Services Industry Trends Tools & Technologies CRM Software Digital Applications #J-18808-Ljbffr Jobtailor