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Life Insurance Sales Representative

2 months ago

New Haven, Connecticut, United States National Financial Network Full time

Job Summary

We are seeking a highly motivated and customer-focused Life Insurance Sales Agent to join our team at National Financial Network. As a key member of our sales team, you will be responsible for generating new business, identifying client insurance needs, and providing exceptional customer service.

Key Responsibilities:

  • Business Development: Grow new business by generating a prospective customer base and promoting our insurance products through networking, referrals, cold calling, and other marketing strategies.
  • Client Acquisition: Identify new client insurance needs, risk, goals, current coverage, and financial situation by scheduling meetings for new customers, ensuring a personalized experience.
  • Record Management: Manage electronic and paper records, and ensure all contracting paperwork is up-to-date.

Requirements:

  • Active Life & Health Insurance License: A strong bonus, but not required.
  • Customer Service Experience: Highly valued, with a proven track record of delivering exceptional customer experiences.
  • Microsoft Office Suite: Familiarity with the suite is a must.
  • Interpersonal and Communication Skills: Strong interpersonal and communication skills are essential for success in this role.