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Sales Agent – Insurance
Remote / Online - Candidates ideally in
Valdosta, Lowndes County, Georgia, 31601, USA
Listed on 2026-09-16
Valdosta, Lowndes County, Georgia, 31601, USA
Listing for:
Jobtailor
Remote/Work from Home
position Listed on 2026-09-16
Job specializations:
-
Insurance
Insurance Sales, Health Insurance
Job Description & How to Apply Below
- Conduct client interviews to gather personal, financial, and medical information for insurance applications
- Explain insurance products, coverage options, and policy terms
- Assess potential risks and identify underwriting factors
- Complete and submit applications in compliance with company policies and industry regulations
- Liaise with clients and the underwriting department to resolve questions or obtain additional information
- Maintain accurate and confidential client records
- Stay informed about industry trends, underwriting guidelines, and product updates
- Meet clients at their locations and conduct remote/office-based work
- High school diploma or equivalent required
- Bachelor’s degree preferred
- Prior experience in insurance sales, underwriting, or financial services highly desirable
- State insurance license (Life/Health) or ability to obtain one
- Strong communication, presentation, and interpersonal skills
- Detail-oriented with excellent organizational abilities
- Proficient in CRM software and digital applications for client management
Demonstrates expertise in client interviews, insurance product explanations, and compliance with underwriting guidelines. Proficient in maintaining client records and utilizing CRM software for effective client management.
Highest-signal resume keywords- Insurance Sales Experience
- Underwriting Knowledge
- State Insurance License (Life/Health)
- CRM Software Proficiency
- Strong Communication Skills
Hard Skills
- Client Interviews
- Insurance Applications
- Risk Assessment
- Policy Explanation
- Application Submission
- Compliance Knowledge
- Record Maintenance
- Industry Trend Awareness
- Underwriting Factors Identification
- Financial Information Gathering
- Interpersonal Skills
- Detail-Oriented
- Organizational Abilities
- Presentation Skills
- High School Diploma
- Bachelor’s Degree (Preferred)
- State Insurance License (Life/Health)
- Insurance Products
- Coverage Options
- Policy Terms
- Client Management
- Financial Services
- Underwriting Guidelines
- Client Liaison
- Confidential Records
- Remote Work
- Office-Based Work
- CRM Software
- Digital Applications
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