Insurance Professional

1 week ago


Remote, Oregon, United States Future Positive Full time
Life and Health Insurance Agent

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.
Requirements:
  • 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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