Life Insurance Agent

SENIOR TRUST LIFE LLC
  • Houston, TX
  • $50,000–$70,000 Per Year
  • Full-time
6 days ago

Job Description

Benefits:
  • Bonus based on performance
  • Competitive salary
  • Training & development


Role Category
1099 (Pay is between $50,000 - $70,000 per annum) 
(Guaranteed pay plus unlimited commission)

Other Benefits/Perks
  • Competitive pay
  • Training and development
  • Performance bonus 
Role 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

Numbers & Facts

LocationHouston, TX
Job TypeFull-time
Salary$50,000–$70,000 Per Year

Skills

  • Budgetingunmatched
  • Calendar Managementunmatched
  • Communication Skillsunmatched
  • Corporate Policiesunmatched
  • Customer Relationsunmatched
  • Customer Support/Serviceunmatched
  • Detail Orientedunmatched
  • Develop and Maintain Customersunmatched
  • High School Diplomaunmatched
  • Insuranceunmatched
  • Insurance Regulationsunmatched
  • Life Insuranceunmatched
  • Maintain Complianceunmatched
  • Microsoft Officeunmatched
  • Needs Assessmentunmatched
  • Record Keepingunmatched
  • Records Managementunmatched
  • Regulatory Complianceunmatched
  • Resolve Customer Issuesunmatched
  • Sales Managementunmatched
  • Training/Teachingunmatched
  • Underwritingunmatched

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