Job Description:
A leading wealth management firm is seeking a Life and Health Insurance Agent to play a crucial role in helping clients secure their financial future by providing tailored life insurance solutions. You will work closely with individuals and families to understand their unique needs, educate them about available policies, and guide them through the process of selecting the best coverage options.
Advisors will book clients directly to your calendar to meet with a close business.
Consistent lead source, no cold prospecting.
Key Responsibilities:
- Consultative Sales: Engage with potential clients through phone, video calls, and email to understand their needs, goals, and concerns about life insurance.
- Product Education: Explain various life insurance products, including term life, whole life, universal life, and other relevant options, ensuring clients understand their benefits and how they align with their financial objectives.
- Personalized Recommendations: Analyze clients' financial situations and recommend appropriate life insurance solutions that best suit their needs and budget.
- Quote Generation: Provide accurate life insurance quotes and explain policy terms, coverage options, and pricing.
- Client Relationship Management: Build and maintain strong, trust-based relationships with clients, ensuring they feel comfortable with their decisions and are fully informed throughout the buying process.
- Sales Process Management: Manage the full sales lifecycle from initial contact to policy issuance, ensuring a seamless and professional experience for the client.
- Follow-up & Retention: Regularly follow up with clients to answer questions, address concerns, and ensure satisfaction. Assist with policy renewals and changes as needed.
- Compliance & Documentation: Maintain accurate records of all client interactions and ensure compliance with industry regulations and company policies.
- Target Achievement: Meet or exceed monthly sales targets and performance metrics while maintaining high client satisfaction.
Qualifications:
- Experience: Proven experience in sales, insurance, or financial services is preferred, but not required. Life insurance experience is a plus.
- Licensing: Must hold or be willing to obtain a valid Life Insurance License in your state (training and support available for obtaining licensing).
- Communication Skills: Excellent verbal and written communication skills with the ability to explain complex insurance concepts in a clear, concise, and engaging manner.
- Sales Skills: Ability to work in a consultative sales environment, demonstrating empathy and understanding while closing sales.
- Tech-Savvy: Comfortable using digital tools for client management, communication, and sales tracking (CRM software, email, video conferencing, etc.).
- Self-Motivated: Strong work ethic and the ability to work independently while staying motivated to meet and exceed performance goals.
- Detail-Oriented: Ability to handle documentation and policy details accurately while managing multiple clients and tasks.
Job Type: Full-time
Pay: $100,000.00 - $175,000.00 per year
Benefits:
- 401(k) matching
- Disability insurance
- Health insurance
- Paid time off
Work Location: In person
