Life & Health Insurance Sales Agent

Integrity

About The Position

As a Life & Health sales agent, you are the front line in customer service. You are the person that clients depend on to fulfill requests and provide services that best meet their needs. To do this, you will offer services and provide support in person and via telephone or internet. You will also be responsible for maintaining client files, ensuring that returning clients are served to the best level possible.

Requirements

Bilingual in English & Spanish
High School Diploma or GED
Texas Life and Health General Lines Insurance License
Ability to meet Sales Goals, once training and coaching is completed.
Detail Oriented
Reliable and Dependable
Be willing to work as a team and independently.
Proficient in Microsoft programs

Responsibilities

Sell various types of Life and Health insurance policies to individuals.
Stay compliant with all products and clients
Complete necessary trainings certifications, AHIP
Attend meetings, seminars and programs to learn about new and current products.
Researching and matching the best insurance product for the client.
Explain features, advantages and disadvantages of various policies to promote sale of insurance plans.
Develop marketing strategies to meet sales goals.
Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.
Perform administrative tasks, such as maintaining records and handling policy renewals.
Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
Participate in team building
Other duties assigned by leadership.