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Insurance Sales Jobs

Life Insurance Agent

SENIOR TRUST LIFE LLC

Houston, TX

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JOB DETAILS
SKILLS
Budgeting, Calendar Management, Communication Skills, Corporate Policies, Customer Relations, Customer Support/Service, Detail Oriented, Develop and Maintain Customers, High School Diploma, Insurance, Insurance Regulations, Life Insurance, Maintain Compliance, Microsoft Office, Needs Assessment, Record Keeping, Records Management, Regulatory Compliance, Resolve Customer Issues, Sales Management, Training/Teaching, Underwriting
LOCATION
Houston, TX
POSTED
30+ days ago
Benefits:
  • Bonus based on performance
  • Competitive salary
  • Training & development

Benefits/Perks
  • Competitive pay
  • Training and development
  • Performance bonus 
Job Description
We are seeking a professional Life Insurance Agent to join our team. In this role, you will be responsible for ensuring that each client has a positive experience when reaching out to our agency. You will respond promptly to inquiries, maintain accurate records, and generally provide excellent customer service. The ideal candidate is detail-oriented, friendly, and familiar with life insurance products. 


Responsibilities
  • Answer customer questions via phone and email
  • Assist clients with new quotes, updating policies, payments, and other services
  • Schedule appointments and maintain calendar
  • Maintain detailed records of client interactions
  • Assisting clients with insurance policy selection and enrollment
  • Maintaining compliance with insurance regulations and company policies
  • Providing accurate product information and customer support 
  • Managing client records and follow-ups 
  • Provide life and final expense insurance consultations to individuals and families
  • Conduct needs analysis and recommends coverage based on financial goals and budgets
  • Explain policy features, benefits, and long-term protection strategies in clear, simple terms 
  • Process applications, underwriting documents, and compliance forms
  • Maintain ongoing client communication, follow-ups, and policy updates
  • Collaborate with colleagues to provide comprehensive customer service

    Qualifications
  • Knowledge of life insurance 
  • High school diploma/GED required, bachelor’s degree preferred
  • Life insurance license required
  • Excellent communication skills
  • Excellent customer service skills
  • Familiarity with Microsoft Office and other software applications

About the Company

S

SENIOR TRUST LIFE LLC

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