Sales Agent (Insurance)
About The Position
The Insurance Agent is the first point of contact between the insurance company and prospective clients. The agent meets with individuals to assess insurance needs, collect application information, and evaluate initial risk factors. The role includes conducting in-person meetings, ensuring applications are complete and accurate, and guiding clients through the insurance process in alignment with company policies and underwriting guidelines. The work combines fieldwork at client locations with remote or office-based work. Evening or weekend availability may be needed to accommodate client schedules.
Requirements
- High school diploma or equivalent.
- State insurance license (Life/Health) or ability to obtain one.
- Strong communication, presentation, and interpersonal skills.
- Detail-oriented with excellent organizational abilities.
- Proficient in using CRM software and digital applications for client management.
Nice To Haves
- Bachelor’s degree.
- Prior experience in insurance sales, underwriting, or financial services.
Responsibilities
- Conduct client interviews to gather personal, financial, and medical information for insurance applications.
- Explain insurance products, coverage options, and policy terms clearly and accurately.
- Assess potential risks and identify factors that may influence underwriting decisions.
- Complete and submit applications in compliance with company policies and industry regulations.
- Act as a liaison between clients and the underwriting department to resolve questions or obtain additional information.
- Maintain accurate and confidential client records.
- Stay informed about industry trends, underwriting guidelines, and product updates.
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What This Job Offers
Job Type
Full-time
Education Level
High school or GED
