Licensed Insurance Sales Agent

DescriptionAre 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! ResponsibilitiesClient 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. • Listen attentively to new and potential clients, evaluate their needs and their financial statuses, and propose ideal plan options for their unique circumstances and insurance needs • 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 • Devote an unprecedented level of personal attention when implementing a range of effective sales strategies proven to maintain and grow long-term customer base • Remain updated on insurance industry changes and protocols to fulfill all policy requirements and monitor insurance claims from start to finish Qualifications• Bachelor's degree in finance or related field. • At least 1 year of industry experience. • Self-motivated. • Excellent interpersonal skills. • Candidates must have an insurance license • Demonstrated comprehension of the insurance industry, insurance products, risk management profiles, and associated state and federal regulations • Excellent communication, customer service, analytical, and interpersonal skills are necessary • Proficiency with accounting or sales-related software is helpful • Basic computer skills with proficiency with Microsoft Office suite is necessary