Life Insurance Sales Specialist

Job Description

We are a local insurance agency looking for a go-getter ready to help us grow our life insurance customers and help us protect more families with the most important policy they can own. We are looking for a driven, responsible, and outgoing individual that is passionate about helping others. This role’s primary responsibility is to grow our life book of business with new life customers as well as maximize value & protection with current life customers.

This position is 50% internal marketing & 50% external marketing.

Unlimited compensation that includes:

• Competitive hourly base ($19.00 - $21.50) + commissions + bonuses
• Year 1 Target Goal pay range expected: $51k - $60k+

Paid Holidays, Paid Sick Time, & Paid Personal Time

Fast paced, challenging, and upbeat work environment

Positive team culture & atmosphere

Standard office hours Monday
- Friday 8:30am- 5:00pm

We even close @4pm on Fridays!

No regular nights or weekends outside of networking activities/events

True long-term career with future growth & advancement opportunities

• Paid Time Off (PTO)
• Life Insurance
• Career Growth Opportunities
• Retirement Plan
• Hands on Training
• Mon-Fri Schedule
• Health Insurance
• Dental Insurance
• Vision Insurance

Current Life Policy Servicing

• Perform annual reviews to ensure policies are setup correctly and coverage is appropriate for current needs
• Make policy changes, rewrites, adds, and conversions as appropriate
• Cross-sell to other personal lines not with agency

New Life Customer Prospecting

• Work agency book of business and cross-sell to non-life customers
• Includes making outbound calls, emails, & mailers
• External Marketing & Networking
• Responsible for running Facebook posts and promotions centered on life
• Solicit and market for new life insurance prospects
• Attend networking and chamber events
• Visit local businesses
• Run booths at local events

General Agency Support

Will be cross-trained on personal lines systems and products to better promote agency offerings as a whole

Assist with various marketing and internal cross-selling campaigns

Assist with other marketing events and activities as needed

Must have an active Colorado Life License

Must be computer & technology savvy and able to pick up new systems quickly

Must be proficient with Microsoft systems

Must be able to type well, use proper grammar, & accurate spelling

Must be able to operate efficiently & accurately in a fast-paced environment

Fast Learner, great note taker, & great note utilization

Must be able to follow, retain, & implement verbal instruction

Must be capable of learning via screen sharing & video calls

Highly detail oriented

Exceptional customer service skills

Able to communicate & present self in a professional manner

Must be reliable & able to manage their time effectively with minimal supervision

Outgoing & positive attitude

Team player

Must have reliable transportation

Must be able to pass a background check

Social Media creation & management experience, familiarity with Canva