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Health and Life Insurance Specialist
2 months ago
We are a dynamic insurance agency dedicated to providing exceptional customer service and tailored protection plans to our clients. As a licensed insurance agent, you will play a crucial role in helping us achieve our mission.
Job SummaryWe are seeking a highly motivated and customer-focused insurance agent to join our team. As an insurance agent, you will be responsible for utilizing our exclusive warm lead program to contact clients, gathering pertinent information to customize their protection plans, and following up with clients to ensure their needs are met.
Key Responsibilities- Client Outreach: Utilize our warm lead program to contact clients who have requested protection plan information.
- Needs Assessment: Gather pertinent information from clients to customize their protection plans.
- Follow-up: Follow up with clients within one to two days to review results and provide recommendations.
- Consultation: Consult with clients to understand their specific needs and provide guidance on protection plan options.
- Application Support: Assist clients in the e-application process and communicate with carriers regarding application status.
- U.S. Residency: Must be a U.S. legal resident.
- Insurance License: Must obtain a state life and health insurance license.
- Technical Skills: Must be proficient in phone, laptop or desktop computer, and printer usage.
- Virtual Meetings: Must be able to virtually attend weekly meetings for sales training, mentorship, and business building.
- Work-Life Balance: Enjoy a flexible schedule and a healthy work-life balance.
- Benefits: Receive affordable health insurance and free life insurance for one year (subject to approval).
- Marketing Support: Utilize branded marketing assets and receive ongoing support.
- Travel and Incentives: Participate in world-class travel and incentive programs.
