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:
• Develop and deliver risk management strategies for each customer based on their risk profile
• Devote an unprecedented level of personal attention when implementing a range of effective sales strategies proven to maintain and grow long-term customer base
• Set meetings with new and potential clients to listen to their needs, taking into account their financial statuses and stage-of-life priorities, and present insurance plan options tailored to their individual circumstances
• Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements, and monitor insurance claims to ensure mutual 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 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:

• Some computer skills with ability to use Microsoft Office is required
• Bachelor’s degree preferred; high school diploma required
• Working knowledge of the insurance industry, insurance products risk management profiles, and related state and federal regulations
• Candidates must have an insurance license
• Experience with accounting and or sales lead software is a plus
• 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…