Licensed Insurance Sales Representative

4 days ago


Universal City, California, United States Gutierrez Insurance Agency Full time
About Gutierrez Insurance Agency

We are a dynamic and growing insurance agency seeking a highly motivated and customer-focused individual to join our team as a Licensed Life Insurance Agent. Our agency specializes in providing personalized insurance solutions to our clients, and we are committed to building long-term relationships with our customers.

Job Summary

We are seeking a skilled and results-driven Licensed Life Insurance Agent to join our team. As a Licensed Life Insurance Agent, you will be responsible for contacting and maintaining a professional relationship with our clients, booking appointments, taking and submitting online applications, following up with our back office, attending weekly virtual calls, and explaining policy coverage to our clients once the policy is approved.

Key Responsibilities
  • Client Relationship Management: Develop and maintain strong relationships with our clients, providing them with exceptional customer service and ensuring their insurance needs are met.
  • Appointment Setting: Book appointments with our clients to discuss their insurance needs and provide personalized solutions.
  • Application Processing: Take and submit online applications for our clients, ensuring all necessary information is collected and processed efficiently.
  • Back Office Support: Follow up with our back office to ensure all client applications are processed in a timely manner.
  • Virtual Calls: Attend weekly virtual calls with our team to discuss client progress, share best practices, and stay up-to-date on industry developments.
  • Policy Explanation: Explain policy coverage to our clients once the policy is approved, ensuring they understand their insurance benefits and coverage.
Requirements
  • General Life & Health License: Possess a General Life & Health License or be willing to obtain one.
  • Communication Skills: Be comfortable speaking with clients over the phone and possess excellent communication skills.
  • Coachability: Be coachable and professional, with a willingness to learn and grow with our agency.
  • Customer Service: Provide exceptional customer service, ensuring our clients receive the highest level of service and support.
  • Commission Position: Be comfortable with a commission-based position and motivated to meet and exceed sales targets.


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