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Life Insurance Sales Representative

2 months ago

Raleigh, North Carolina, United States PR Financial Full time

About the Role:

P. R. Financial is a leading independent marketing organization (IMO) in the financial services industry, specializing in life insurance, health insurance, retirement, annuities, medicare, senior benefits, and more. We're seeking a highly motivated and customer-focused Life Insurance Sales Agent to join our team.

Key Responsibilities:

  • Process current policyholders' insurance claims while monitoring the status of existing insurance claims.
  • Develop a prospective customer base and advertise our insurance products through our Qualified Leads platform, referrals, networking, and other marketing strategies to secure new business.
  • 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.
  • Ensure all contracting paperwork is up to date while maintaining databases, records, and bookkeeping.
  • 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.

Requirements:

  • Current Life & Health insurance license is greatly valued.
  • Familiarity with the Microsoft Office suite.
  • High school diploma or equivalent required; Bachelor's degree preferred.
  • Customer service or experience as a sales representative are highly valued.
  • Prior health insurance or life insurance experience a bonus.

Compensation: $86,000 - $135,000 1st Year