Licensed Insurance Sales Agent

Join to apply for the Licensed Insurance Sales Agent role at Wizehire
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Are you a people person with keen listening skills, strong attention to detail, and a knack for navigating the finer details in business or financial plans? If so, we’re looking for you! We are seeking a definitive decision‑maker who is eager to connect new, existing, and prospective clients with the insurance program that best meets their individual needs. Job seekers should be eager yet intuitive communicators with a demonstrated knowledge of different types of insurance policies and excellent organization skills.

If you are looking for a flexible full‑time position that offers growth opportunities, significant earning potential, and plenty of variety, start your application today!

• $65,000 - $75,000 yearly

• Update bookkeeping systems, customer records, and sales databases to report your monthly and/or quarterly progress to goals to stakeholders.
• Develop and deliver risk management strategies for each customer based on their risk profile.
• 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.
• Maintain and grow existing portfolios by developing and implementing effective and attentive sales strategies that cultivate long‑term customer loyalty.
• Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements, and monitor insurance claims to ensure mutual satisfaction.

• 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.
• Basic computer skills with proficiency with Microsoft Office suite is necessary.
• Some experience with accounting or sales lead software is beneficial.
• Job seekers must be licensed or willing to obtain a license.

Helping you is what we do best...we live by our motto. If your passion is helping people, too, this may be the place for you.

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