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Life Insurance Agent

2 months ago


Norwalk, Connecticut, United States National Financial Network Full time

About the Role

We are seeking a highly skilled and customer-focused Insurance Sales Representative to join our team at National Financial Network. As a key member of our sales team, you will play a critical role in helping our clients achieve their financial goals by providing exceptional service and support.

Key Responsibilities

  • Aid policyholders with the insurance claims process while supervising the progress of current insurance claims.
  • Onboard incoming and retain existing clients via a variety of customer service tasks, such as appointment booking, and responding to inquiries regarding billing, coverage, eligibility, and insurance policies.
  • Develop a prospective customer base and advertise our insurance products through referrals, cold calling, networking, and other marketing strategies to secure new business.
  • Identify new client insurance needs, insurance risk, goals, current coverage, and financial situation by scheduling meetings for new customers, ensuring a personalized experience.
  • Manage electronic and paper records and ensure all contracting paperwork is kept current.

Requirements

  • Must have graduated high school or received GED, a Bachelor's degree is desired.
  • Familiarity with the Microsoft Office suite.
  • Strong interpersonal and communication skills are a must.
  • Prior health insurance or life insurance experience a bonus.
  • Previous customer service or experience as a sales representative preferred.

What We Offer

As a member of our team, you will have the opportunity to work with a dynamic and growing organization, and to develop your skills and expertise in the insurance industry. We offer a competitive compensation package, including a base salary and commission structure, as well as opportunities for professional growth and development.