Life Insurance Sales Representative

2 months ago


Houston, Texas, United States PR Financial Full time
About the Role

P. R. Financial is seeking a highly motivated and results-driven Life Insurance Sales Agent to join our team. As a sales agent, you will be responsible for identifying new business opportunities, building relationships with clients, and providing exceptional customer service.

Key Responsibilities
  • Evaluate Client Needs: Conduct thorough consultations with clients to assess their insurance needs, risk, existing coverage, long-term goals, and financial status.
  • Expand Client Base: Develop and implement strategies to expand our client base, including generating qualified leads, networking, referrals, and marketing initiatives.
  • Process Insurance Claims: Process current policyholders' insurance claims, monitor the status of existing claims, and ensure all contracting paperwork is up to date.
  • Provide Exceptional Customer Service: Deliver warm and professional customer service to onboard new clients, maintain existing clients, and address inquiries, billing, and insurance policy questions.
Requirements
  • Proficiency in Microsoft Office: Strong proficiency in Microsoft Office products, including Word, Excel, and PowerPoint.
  • Client Service Experience: Previous experience in client-facing roles, preferably in sales or customer service.
  • Insurance Industry Knowledge: Background in the health insurance or life insurance industries, or a strong understanding of insurance products and services.
  • Education: High school diploma or equivalent required; Bachelor's degree preferred.
  • Interpersonal and Communication Skills: Strong interpersonal and communication skills, with the ability to build rapport with clients and colleagues.
About P. R. Financial

P. R. Financial is an independent marketing organization (IMO) in the financial services industry, specializing in life insurance, health insurance, retirement, annuities, Medicare, senior benefits, and more. We empower our agents to own their book of business and provide a platform for them to succeed.



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