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Life Insurance Sales Professional

2 months ago

Charlotte, North Carolina, United States Alchemy Financial Group Full time

We are seeking a highly motivated and competitive Insurance Agent to join our team at Alchemy Financial Group. As an Insurance Agent with our company, you will be responsible for selling policies to clients, handling claims, and keeping track of policy renewals.

Key Responsibilities:

  • Identify opportunities to sell life insurance to a variety of clients and work with them to find the policy that best suits their needs.
  • Explain policies to clients to ensure they have a clear understanding of the insurance costs and benefits.
  • Collaborate with the marketing team to develop strategies for client outreach and retention.
  • Maintain accurate records of client interactions and policy details.
  • Provide exceptional customer service by processing insurance renewals and working to retain clients.
  • Investigate and resolve insurance claims in a timely and satisfactory manner.
  • Distribute policy funds to clients after a claim has been settled.
  • Respond to client inquiries and provide guidance on insurance-related matters.

Requirements:

  • At least 2 years of experience as an Insurance Agent.
  • Obtain a life insurance license.
  • Bachelor's degree in business, economics, or a related field (preferred).
  • Hold the necessary insurance licenses as required by law.
  • Excellent customer service skills.
  • Strong communication and negotiation skills.
  • In-depth knowledge of different types of life insurance.
  • Strong organizational and time-management skills.
  • Proficiency in Microsoft Office Suite.