Life & Health Insurance Agent

Realm Health • Dallas, TX

10d

About The Position

We are seeking a motivated and customer-focused Life & Health Insurance Agent to join our inside sales team as a full-time hourly employee. In this role, you will leverage your passion for helping others by providing tailored insurance solutions to individuals and families. You will be part of a dynamic team that values expertise, professionalism, and excellent customer service. Candidates with at least 1 year of experience in the field are encouraged to apply and contribute to our mission of delivering outstanding insurance products and services.

Requirements

• High School Diploma or equivalent required.
• Minimum 1 year of experience as a Life & Health Insurance Agent or in a related sales role.
• Active Life and Health Insurance license required.
• Strong communication skills in English (both verbal and written).
• Proven ability to build rapport and establish trust with clients.
• Goal-oriented mindset with a demonstrated track record of meeting or exceeding sales quotas.
• Proficiency in using CRM tools and other sales-related software.
• Excellent problem-solving skills and the ability to provide solutions tailored to each client’s needs.
• High degree of professionalism and ethical conduct when handling sensitive client information.

Responsibilities

• Engage with prospective clients to understand their unique life and health insurance needs.
• Educate clients about available insurance products and explain their features, benefits, and costs.
• Develop and customize insurance plans that align with clients’ goals and financial situations.
• Provide exceptional customer service throughout the sales process and maintain strong client relationships.
• Follow up on leads through phone, email, or other communication channels in a timely and organized manner.
• Stay up to date on industry trends, regulations, and insurance products to provide expert advice to clients.
• Meet or exceed sales targets and performance metrics as established by the company.
• Collaborate with team members and contribute to the overall success of the Inside Sales department.
• Other duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED