Life Insurance Professional

4 weeks ago


San Francisco, California, United States National Life Group Full time
Unlock Your Potential as a Life Insurance Agent

At National Life Group, we're committed to helping individuals and families secure their financial futures. As a Life Insurance Agent, you'll play a vital role in providing personalized solutions to clients, ensuring they have the coverage necessary to protect their financial well-being.

What We Offer:

Comprehensive Training Program:
Benefit from extensive training designed to set the stage for your success, empowering you to excel in your role as a Life Insurance Agent.

Marketing and Prospecting Support:
Access innovative tools and resources to expand your clientele, helping you grow your business and achieve your goals.

Mentorship and Collaboration:
Learn from experienced professionals through our mentoring program, fostering a culture of collaboration and teamwork that drives success.

Independence with Backup:
Manage your practice autonomously with the support of a robust financial institution, providing you with the freedom to make decisions and take control of your business.

Competitive Compensation:
Enjoy an attractive salary with performance-based bonuses, reflecting your hard work and dedication to your clients and the company.

Professional Development:
Benefit from ongoing training and career advancement opportunities, helping you stay up-to-date with industry trends and best practices.

Supportive Culture:
Join a team that values collaboration, innovation, and work-life balance, creating a positive and supportive work environment that fosters growth and success.

Commitment to Equal Opportunity:
We are an equal-opportunity employer committed to diversity and inclusion, providing reasonable accommodations for religious practices, mental health, and physical disability needs.

Responsibilities:

  • Aid policyholders with the insurance claims process while supervising the progress of current insurance claims.
  • Grow new business by generating a prospective customer base and advertise our insurance products via networking, asking for referrals, cold calling, and other marketing strategies.
  • Provide warm and professional customer service while onboarding new clients and maintain existing clients, including booking appointments, inquiry response, insurance eligibility, claim submissions questions concerning billing and insurance policies.
  • Manage electronic and paper records and ensure all contracting paperwork is kept current.
  • Determine new customers' insurance needs, desires, insurance risk, prior coverage, and financial standing via booked consultations to ensure the best client experience possible.

Client Relationship Management:
Build and maintain strong relationships with clients through regular reviews and proactive communication, ensuring their needs are met and their expectations are exceeded.

Prospecting and Client Acquisition:
Use various prospecting methods to acquire new clients and build a sustainable practice through referrals, driving business growth and success.

Policy Management:
Analyze clients' needs and provide informed recommendations to optimize their insurance coverage, ensuring they have the right protection in place to meet their financial goals.

Custom Solutions:
Develop personalized insurance strategies for clients considering their financial goals and risk tolerance, providing tailored solutions that meet their unique needs.

Team Collaboration:
Work with our team of experts to enhance client services and contribute to team success, fostering a culture of collaboration and teamwork that drives results.

Continual Learning:
Stay up-to-date with insurance regulations and trends to offer cutting-edge advice, ensuring you remain a trusted advisor to your clients and a valuable asset to the company.

Qualifications:

  • Candidate service or experience as a sales representative are highly valued.
  • Previous health insurance or life insurance experience a plus.
  • Candidates with an active Life & Health insurance license are strongly preferred.
  • Excellent verbal and written communication skills required.
  • Familiarity with the Microsoft Office suite.
  • Entrepreneurial spirit with strong motivation and drive.
  • Integrity.
  • Strong analytical and problem-solving abilities.
  • Experience in insurance sales is preferred but not required.

Compensation:
$102,353 - $135,625 yearly

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