We are looking for a life insurance agent with excellent customer service skills to join our growing insurance agency and help clients achieve their financial goals.
Responsibilities
* Acquire leads and call prospective clients to schedule discovery calls and present options via Zoom.
* Process insurance claims and monitor the status of existing claims.
* Maintain databases, records, and ensure all paperwork is current.
* Onboard new clients and retain existing ones through customer service tasks such as appointment booking and responding to inquiries.
* Generate new business through networking, referrals, cold calling, and marketing strategies.
* Assess clients' insurance needs and create tailored solutions to exceed expectations.
Qualifications
* Must reside in the USA.
* Must have or be willing to obtain a laptop or home computer.
* Self-starter, accountable, goal-oriented, and committed to self-investment.
* Experience in customer service or sales preferred.
* High school diploma or equivalent required; bachelor’s degree preferred.
* Familiarity with Microsoft Office.
* Strong interpersonal and communication skills.
* Experience in health or life insurance industries preferred.
Compensation
$100,000 at plan commission.
About Selfless Financial
At Selfless Financial, we focus on Tax-Free Retirement Accounts, Indexed Universal Life (IUL), and other strategies to meet clients' insurance needs. We prioritize performance and well-being. I will personally support your learning, training, and deal-closing efforts. Join us to make a difference and succeed!
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