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Insurance Customer Service Agent

1 month ago

Boulder, United States Symmetry Financial Group Full time

Are you a passionate and empathetic individual who wants to make a significant impact on people's lives? Do you possess excellent communication skills and the ability to build strong relationships with clients? If so, The Gainey Financial Group has an exciting opportunity for you to join our team as a Life Insurance Agent.

As a Life Insurance Agent, you will play a vital role in helping individuals and families safeguard their financial future. Your primary responsibility will be to educate and assist clients in understanding the importance of life insurance and tailor policies to meet their specific needs and circumstances.

Key Responsibilities:

Client Relationship Management: Build and maintain strong relationships with clients by understanding their unique life situations, financial goals, and insurance needs. Provide exceptional customer service and be a reliable point of contact for any insurance-related inquiries Needs Analysis: Conduct thorough assessments of clients' financial situations, taking into account their current assets, liabilities, income, and expenses. Based on this analysis, recommend appropriate life insurance coverage that aligns with their individual requirements Policy Presentations: Effectively communicate complex insurance concepts in a clear and understandable manner. Present various policy options to clients, explaining the benefits, terms, and conditions to help them make informed decisions Sales and Business Development: Proactively reach out to potential clients through our warm lead program. Convert leads into sales opportunities and continuously seek new prospects to expand your client base Compliance and Documentation: Ensure adherence to all industry regulations and company policies during the application process. Handle paperwork efficiently and accurately to facilitate the underwriting and issuance of policies Ongoing Support: Offer ongoing support to policyholders by assisting with policy modifications, addressing claim inquiries, and providing timely updates on industry trends or changes that may affect their coverage

Requirements:

Experience in sales1-2 years Strong interpersonal and communication skills to effectively connect with clients and establish trust A high degree of empathy and compassion to understand clients' needs during sensitive life events Sound knowledge of different life insurance products and industry regulations. (Licensing required. We offer an online course at your own cost) Organizational and time-management skills to handle multiple client interactions

This is 100% commission based, with incentives, bonuses and no cap on the amount of commission earned.

Join The Gainey Financial Group of dedicated professionals and become an integral part of helping individuals secure their loved ones' futures. We offer competitive compensation, incentives for reaching targets, and ongoing professional development to support your career growth.

If you are driven by the desire to make a positive impact on people's lives and possess the skills to excel in this role, The Gainey Financial Group encourage you to apply and embark on a rewarding journey as a Life Insurance Agent.

THIS IS A REMOTE CAREER.

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