Life Insurance Agent

2 months ago


Dallas, Texas, United States PR Financial Full time

About PR Financial

PR Financial is an independent marketing organization (IMO) in the financial services industry, specializing in the insurance marketplace. We serve clients as their independent advisor and broker for products in life insurance, health insurance, retirement, annuities, Medicare, senior benefits, and more.

Our Approach

We believe in our people, providing them a platform, training them to be exceptional, mentoring them to maturity, and cheering them on as they become our partners. We value partnerships over employment.

Job Summary

We are seeking a skilled Life Insurance Agent to join our team. As a Life Insurance Agent, you will be responsible for evaluating new customers' insurance needs, expanding our prospective customer base, and providing exceptional customer service.

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 prospective customer base and market our insurance products through qualified leads, networking, referrals, and various marketing strategies.
  • Process current policyholders' insurance claims and monitor the status of existing claims.
  • Maintain up-to-date contracting paperwork and databases, records, and bookkeeping.
  • Provide warm and professional customer service, including onboarding new clients, maintaining existing clients, and responding to inquiries.

Qualifications

  • 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.
  • High school diploma or equivalent required; Bachelor's degree preferred.
  • Strong interpersonal and communication skills are essential.

Compensation

$86,000 - $135,000



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