Insurance Sales Agent

We are seeking a motivated insurance agent with an entrepreneurial spirit to identify and convert sales leads for insurance policies while overseeing a robust portfolio of clients. The successful candidate will have served in a related insurance industry role in which he or she cultivated a pool of prospective clients through referrals, networking, cold calls, marketing initiatives, and other proactive sales strategies. If you are an enthusiastic, intuitive, and organized professional who thrives in a multifaceted role, this job is for you! We’ll provide you with the training, mentoring, and support you need to take your earning potential into your own hands. If this sounds like you, apply today! Responsibilities: • Listen attentively to new and potential clients, evaluate their needs and their financial statuses, and propose ideal plan options for their unique circumstances and insurance needs • Continue your education on evolving insurance industry protocols to adequately fulfill all policy requirements and monitor insurance claims to customers’ satisfaction • Keep bookkeeping systems, sales databases, customer records, and related organizational tools current to accurately report progress to monthly and quarterly sales quotas to stakeholders • Implement sales strategies and tactics proven effective in maintaining and growing existing customer portfolios comprised of loyal, long-term clients • Develop and deliver risk management strategies for each customer based on their risk profile Client Prospecting & Outreach • Identify potential clients through networking, referrals, and marketing. • Conduct outreach via phone, email, or in-person meetings. Client Needs Assessment • Meet with individuals, families, or businesses to evaluate their financial needs. • Analyze client goals and risk tolerance to determine appropriate coverage. Product Recommendations • Recommend suitable insurance products (e.g., life, disability, long-term care). • Explain policy details clearly, including benefits, terms, and costs. Sales & Application Processing • Guide clients through the application process. • Submit paperwork accurately and ensure compliance with underwriting requirements. Ongoing Client Support • Provide policy reviews and updates as clients’ needs change. • Assist with policy service, claims, and beneficiary changes. Training & Development • Attend ongoing training on products, sales strategies, and compliance. • Work closely with mentors or senior advisors for hands-on learning. Compliance & Documentation • Ensure all recommendations are compliant with regulatory and ethical standards. • Maintain accurate records of client interactions and transactions. Ongoing Responsibilities • Provide financial planning support to clients. • Support investment professionals to cultivate client relationships. • Prepare financial plans and check their accuracy. Qualifications: • Proven understanding of the insurance industry including insurance products, risk management and any state and federal regulations • High school diploma required; bachelor’s degree preferred • Insurance license required • Proficiency with accounting or sales-related software is helpful • Candidates should have basic computer skills and be able to use Microsoft Office programs • Bachelor's degree in finance or related field. • At least 1 year of industry experience. • Self-motivated. • Excellent interpersonal skills. Compensation: $100,000 - $130,000

• Client Prospecting & Outreach • Identify potential clients through networking, referrals, and marketing. • Conduct outreach via phone, email, or in-person meetings.Client Needs Assessment • Meet with individuals, families, or businesses to evaluate their financial needs. • Analyze client goals and risk tolerance to determine appropriate coverage.Product Recommendations • Recommend suitable insurance products (e.g., life, disability, long-term care). • Explain policy details clearly, including benefits, terms, and costs.Sales & Application Processing • Guide clients through the application process. • Submit paperwork accurately and ensure compliance with underwriting requirements.Ongoing Client Support • Provide policy reviews and updates as clients’ needs change. • Assist with policy service, claims, and beneficiary changes.Training & Development • Attend ongoing training on products, sales strategies, and compliance. • Work closely with mentors or senior advisors for hands-on learning.Compliance & Documentation • Ensure all recommendations are compliant with regulatory and ethical standards. • Maintain accurate records of client interactions and transactions.Ongoing Responsibilities • Provide financial planning support to clients. • Support investment professionals to cultivate client relationships. • Prepare financial plans and check their accuracy.

Compensation:
$100,000-$130,000 per year