Life Insurance Agent

Job Description Job Description Benefits/Perks Competitive pay Training and development Performance bonus Job Description We are seeking a professional Life Insurance Agent to join our team. In this role, you will be responsible for ensuring that each client has a positive experience when reaching out to our agency. You will respond promptly to inquiries, maintain accurate records, and generally provide excellent customer service. The ideal candidate is detail-oriented, friendly, and familiar with life insurance products. Responsibilities Answer customer questions via phone and email Assist clients with new quotes, updating policies, payments, and other services Schedule appointments and maintain calendar Maintain detailed records of client interactions Assisting clients with insurance policy selection and enrollment Maintaining compliance with insurance regulations and company policies Providing accurate product information and customer support Managing client records and follow-ups Provide life and final expense insurance consultations to individuals and families Conduct needs analysis and recommends coverage based on financial goals and budgets Explain policy features, benefits, and long-term protection strategies in clear, simple terms Process applications, underwriting documents, and compliance forms Maintain ongoing client communication, follow-ups, and policy updates Collaborate with colleagues to provide comprehensive customer service Qualifications Knowledge of life insurance High school diploma/GED required, bachelor’s degree preferred Life insurance license required Excellent communication skills Excellent customer service skills Familiarity with Microsoft Office and other software applications