Sales Agent (Insurance)

Position Summary:

The Life Insurance Agent will sell life, health, and/or disability insurance to clients, and will provide additional follow-up service and support as needed according to changing insurance needs.

Qualifications:

* Develops and maintains a client base; seeks new prospects via referrals, direct mail, social media, group presentations, promotions, and other methods.

* Consults with clients and prospective clients to assess insurance needs, budget, financial planning goals, and other relevant details.

* Provides rate quotes and coverage recommendations; assists with long-term planning.

* Assists with completion of application and other necessary paperwork; obtains underwriting approval.

* Delivers policy and plan documents.

* Follows up with clients on a periodic basis to assess financial, family, and other changes that may warrant modification of coverage.

* Facilitates distributions to beneficiaries as directed on the death of the policyholder.

* Performs other related duties as assigned.

Required Skills/Abilities:

* Excellent verbal and written communication skills.

* "hunter" mentality

* Cold Calling ability

* Thorough understanding of life insurance as an aspect of financial planning.

* Ability to clearly explain complex insurance policies and packages.

* Ability to provide comfort to beneficiaries after the death of a loved one.

* Proficient with Microsoft Office Suite or related software.

Education and Experience:

* High school diploma or equivalent required; Bachelors degree preferred (Strongly).

* Some sales experience, particularly in insurance, highly preferred.

Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.