Life Insurance Sales Professional

3 weeks ago


Irvine, California, United States Sagient - A Subsidiary Mass Mutual Full time

We're seeking a skilled Life Insurance Sales Professional to expand our customer base and market our insurance products. As a key member of our team, you'll be responsible for growing a list of prospective clients, showcasing our offerings to new customers, and helping policyholders navigate the claims process.

We'll provide the support network and resources to help you reach your sales goals. If you have a strong drive to succeed, great communication skills, and outstanding customer service skills, we'd love to hear from you.

Responsibilities:

  • Assist current policyholders during the insurance claims process while overseeing existing insurance claims.
  • Expand our prospective customer base and market our insurance products via networking, referrals, cold calling, and various marketing strategies to bring in new business.
  • Provide warm and professional customer service while onboarding new clients and maintaining existing clients, including booking appointments, inquiry response, insurance eligibility, claim submissions, questions concerning billing and insurance policies.
  • Evaluate new customers' insurance needs, insurance risk, existing coverage, long-term goals, and financial status through consultations to create a tailored experience that exceeds expectations.
  • Maintain databases, records, and bookkeeping, ensuring all paperwork is up to date.

Qualifications:

  • Excellent verbal and written communication skills required.
  • Background in the health insurance or life insurance industries preferred.
  • Current Life & Health insurance license is greatly valued.
  • Skilled with Microsoft Office.
  • Must have graduated high school or received GED, a Bachelor's degree is desired.

Compensation: $80,000 - $110,000 at plan.



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