Insurance Sales Agent

Job Description

Job Description

MUST BE LOCATED IN NORTH CAROLINA

As an Insurance Agent, you'll play a crucial role in assisting individual customers and a mixed client base in selecting appropriate life insurance products. This role involves direct sales, customer service, and client acquisition within a local travel area. The agent utilizes CRM software, quoting and underwriting tools, and communication platforms to support efficient sales processes and maintain strong customer relationships.

- This position is commission-based while being fully vested day one.

- Remote including local travel (must be willing to meet in person with clients)

Responsibilities

• Acquire and engage individual and mixed client base for insurance policies

• Sell life and health insurance products through direct sales methods

• Provide excellent customer service to maintain client satisfaction and retention

• Utilize CRM software to track customer interactions and manage sales pipelines

• Use quoting and underwriting tools to deliver accurate policy information

• Conduct local travel to meet clients and attend insurance-related events

Required Qualifications

• High school diploma or equivalent

• Drivers license and own form of transportation

Preferred Qualifications

• Entry-level experience in insurance sales

• Insurance Agent License

• Familiarity with Customer Relationship Management (CRM) software

• Strong problem solving and time management skills

• Attention to detail

• Proven sales abilities