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Skills
Calendar Managementunmatched
Communication Skillsunmatched
Community Relationsunmatched
Corporate Complianceunmatched
Corporate Policiesunmatched
Customer Relationsunmatched
Customer Support/Serviceunmatched
Dental Insuranceunmatched
Develop and Maintain Customersunmatched
Establish Prioritiesunmatched
Exceeded Sales Goalunmatched
Federal Laws and Regulationsunmatched
Health Insuranceunmatched
Insuranceunmatched
Lead Generationunmatched
Life Insuranceunmatched
Maintain Complianceunmatched
Multitaskingunmatched
Needs Assessmentunmatched
Performance Metricsunmatched
Presentation/Verbal Skillsunmatched
Salesunmatched
State Laws and Regulationsunmatched
Training/Teachingunmatched
Vision Planunmatched
Writing Skillsunmatched
Description
Benefits:
Opportunity for advancement
Paid time off
Training & development
401(k)
401(k) matching
Company parties
Dental insurance
Health insurance
Parental leave
Signing bonus
Vision insurance
Wellness resources
Bonus based on performance
ROLE DESCRIPTION: Are you outgoing, people-oriented, and driven to succeed? If so, we'd love to meet you! Our agency is seeking a motivated individual to join our team as a Life/Health Insurance Team Member. In this role, you'll help our customers protect what matters most and plan for the future - all while building meaningful relationships in your community.
RESPONSIBILITIES:
Develop leads, schedule appointments, identify customer needs, and market appropriate life and health insurance products.
Build and maintain strong customer relationships to encourage loyalty and referrals.
Explain policy features, benefits, and exclusions to customers.
Provide outstanding customer service and support in a professional, positive environment.
Meet or exceed sales goals and performance metrics.
Maintain a high level of product knowledge and compliance with company policies.
Ensure compliance with state and federal regulations.
QUALIFICATIONS:
Excellent communicating skills - written, verbal, and listening.
Motivated self-starter with a positive attitude and goal-oriented mindset.
Ability to multitask, prioritize, and adapt to a fast-paced environment.
Sales experience, preferably in insurance, is a plus.
Life & Health Insurance license (or ability to obtain within 60 days of hire) required.