Life Insurance Specialist
4 weeks ago
About the Role:
As a Life and Financial Sales Agent at Jerry Vestesen District Office, you will have the opportunity to work directly with clients, providing essential financial planning services and life insurance solutions. Our office fosters a positive and inviting atmosphere, focused on helping individuals and families secure their financial future.
Key Responsibilities:
Engage with clients to understand their financial and insurance needs, offering tailored advice and solutions.
Assess client requirements and recommend insurance and financial products that align with their goals and objectives.
Assist clients with premium payments, ensuring accurate processing and timely follow-ups.
Build and maintain strong relationships with clients to ensure satisfaction, loyalty, and long-term partnerships.
Requirements:
Must hold a valid Life and Health Insurance License in California or be able to obtain one.
Previous experience in life insurance or financial services sales is preferred.
Excellent communication and relationship-building abilities to connect with clients effectively.
Motivated by achieving sales targets and helping clients secure their financial future.
Familiarity with the Chico, California area and its demographics.
Maintain a professional demeanor and ethical behavior in all client interactions.
Proficient in using sales and CRM software to manage client information and track progress.
What We Offer:
Monthly base salary, plus unlimited commission opportunity without having to cold call for new business.
Paid Time Off (PTO)
Flexible Schedule
Mon-Fri Schedule
Career Growth Opportunities
Hands on Training
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