Insurance Professional
1 week ago
We are seeking a highly motivated and dynamic individual to join our team as a Life and Health Insurance Agent. As an insurance agent, you will play a crucial role in helping individuals and families protect their financial well-being by providing them with the right life and health insurance policies.
Key Responsibilities:- Develop and maintain a deep understanding of various life and health insurance products offered by our company.
- Identify potential clients and actively prospect new leads through various channels, including referrals, networking, and cold calling.
- Meet with clients to assess their insurance needs and provide them with tailored solutions.
- Educate clients about the benefits and features of different insurance policies, and help them make informed decisions.
- Prepare and present insurance proposals to clients, clearly explaining coverage options, terms, and conditions.
- Assist clients in completing necessary paperwork and documentation for policy applications and claims.
- Maintain accurate records of client interactions, policy details, and sales activities in our CRM system.
- Stay updated on industry trends, regulations, and changes in insurance products to provide the best possible advice and service to clients.
- Build and maintain strong relationships with clients to ensure customer satisfaction and loyalty.
- Collaborate with team members and insurance underwriters to resolve client queries and provide timely support.
- Proven experience as a Life and Health Insurance Agent or a similar role.
- Excellent knowledge of life and health insurance products, policies, and regulations.
- Strong communication and interpersonal skills to effectively interact with clients and build rapport.
- Ability to understand clients' needs and provide them with suitable insurance solutions.
- Demonstrated track record of achieving sales targets and meeting deadlines.
- Proficiency in using CRM software and other relevant tools.
- Highly motivated, proactive, and results-oriented individual.
- Ability to work independently and as part of a team in a fast-paced environment.
- Valid insurance license to sell life and health insurance policies.
If you are passionate about helping people safeguard their future, have a strong sales acumen, and possess the required knowledge and skills, we would love to hear from you. Join our team at Future Positive and make a positive impact on the lives of individuals and families.
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Insurance Professional
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Remote, Oregon, United States Future Positive Full timeJob Title: Life and Health Insurance AgentAbout the Role:We are seeking a highly motivated and dynamic individual to join our team as a Life and Health Insurance Agent at Future Positive. As an insurance agent, you will play a crucial role in helping individuals and families protect their financial well-being by providing them with the right life and health...
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