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Life Insurance Specialist
2 months ago
As a Life Insurance Specialist with Collin Edmonds Agency, you will work with an existing book of clients, providing expert advice and personalized insurance solutions. This role is ideal for professionals who are passionate about client relationships and prefer not to engage in cold calling. Instead, you will focus on nurturing and expanding relationships with our current clients and referral partners, ensuring they receive the best possible coverage for their needs.
What We Offer:
Competitive Salary: Base salary plus high new business commission and performance-based incentives.
Warm Leads: Work with an existing book of clients with no cold calling required.
Support: Access to ongoing training, resources, and mentorship to support your success.
Work Environment: A positive and collaborative workplace culture with potential for career advancement.
Benefits
Annual Base Salary + Commission + Bonus Opportunities
Paid Time Off (PTO)
Flexible Schedule
Hands on Training
Mon-Fri Schedule
Evenings Off
Career Growth Opportunities
Responsibilities
Client Engagement: Work with our existing book of clients to assess their insurance needs and provide expert guidance on suitable life insurance policies.
Policy Recommendations: Offer personalized recommendations on life insurance products such as term life, whole life, and universal life insurance based on clients financial goals and situations.
Client Support: Ensure a high level of service by addressing client inquiries, reviewing their current coverage, and assisting with any policy updates or adjustments.
Application Management: Guide clients through the application process, ensuring accuracy and completeness. Facilitate communication between clients and insurance carriers to streamline the underwriting process.
Ongoing Relationship Management: Build and maintain strong relationships with clients, providing continuous support and advice as their needs evolve.
Performance Goals: Achieve and exceed performance metrics set by the agency while maintaining exceptional client satisfaction.
Requirements
Experience: Previous experience in life insurance sales or a related financial services field is preferred. Familiarity with a range of insurance products and client management is advantageous.
Licensing: Must possess a valid Texas life insurance license or be willing to obtain one within a specified timeframe.
Skills: Strong interpersonal, communication, and sales skills. Ability to simplify complex insurance information and provide clear, actionable advice.
Attributes: Highly motivated, customer-centric, and able to work both independently and collaboratively. Proven track record of maintaining and growing client relationships.
