Life Insurance Sales Agent

Job Description

Job 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.

Compensation:

$75,000 - $175,000

Responsibilities:

• Ensure all contracting paperwork is up to date while maintaining databases, records, and bookkeeping
• Aid policyholders with the insurance claims process while supervising the progress of current insurance claims
• 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
• Identify new client insurance needs, insurance risk, goals, current coverage, and financial situation by scheduling meetings for new customers, ensuring a personalized experience
• 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

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

Qualifications:

• Customer service or experience as a sales representative are highly valued
• Must have graduated high school or received GED, a Bachelor’s degree is desired
• Strong interpersonal and communication skills are a must

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

About Company

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.