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Life Insurance Agent
2 months ago
About PR Financial
PR 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 serve clients as their independent advisor and broker, providing expert guidance and support.
Our Approach
We believe in empowering our agents with a platform, training, and mentorship to help them succeed. Our goal is to create a community of partners, not employees, who share our vision and values.
Job Summary
We are seeking a highly motivated and skilled Life Insurance Agent to join our team. As a Life Insurance Agent, you will be responsible for evaluating customers' insurance needs, expanding our customer base, and providing exceptional customer service.
Key Responsibilities
- Evaluate customers' insurance needs, risk, existing coverage, long-term goals, and financial status through consultations to create a tailored experience.
- Expand our customer base through qualified leads, networking, referrals, and marketing strategies.
- Process insurance claims, monitor claim status, and ensure all contracting paperwork is up-to-date.
- Provide warm and professional customer service, including onboarding new clients, responding to inquiries, and addressing billing and policy questions.
Qualifications
- Proficiency in 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
