Life Insurance Sales Professional
3 weeks ago
Life Insurance Sales Role Overview
We are seeking a highly motivated and driven Life Insurance Sales professional to join our team at PR Financial. As a Life Insurance Sales Agent, you will be responsible for growing our list of prospective clients and onboarding new clients.
Key Responsibilities:
- Evaluate new customers' insurance needs, risk, existing coverage, long-term goals, and financial status through consultations to create a tailored experience.
- Expand our customer base and market our insurance products via qualified leads, networking, referrals, and various marketing strategies.
- Process current policyholders' insurance claims while monitoring the status of existing claims.
- Maintain databases, records, and bookkeeping, ensuring all contracting paperwork is up to date.
- Provide warm and professional customer service, including onboarding new clients and maintaining existing relationships.
Requirements:
- Proficiency with Microsoft Office products.
- Client service experience as a sales representative is a plus.
- Background in the health insurance or life insurance industries is preferred.
- Bachelor's degree is preferred.
- Ability to obtain an insurance license in the applicable state.
Perks of the Job:
- Residual income.
- Flexible schedule and time freedom.
- Opportunities to cross-sell insurance products for additional income.
- The ability to build your own agency if you are a top producer.
About PR Financial:
PR Financial is a thriving insurance agency expanding its team to meet the growing demands of our clients. We offer a dynamic and supportive work environment, with opportunities for professional growth and development.
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