- Evaluate new customers' insurance needs, insurance risk, existing coverage, long-term goals, and financial status through consultations to create a tailored experience that exceeds expectations
- Maintain databases, records, and bookkeeping, ensuring all paperwork is up to date
- Onboard incoming and retain existing clients via a variety of customer service tasks, such as appointment booking, and responding to inquiries regarding billing, coverage, eligibility, and insurance policies
- Serve as an attentive listener when communicating with new and potential clients in order to accurately identify their unique needs prior to pursuing specific insurance sales
- Collaborate with policyholders to develop insurance risk management and other profiles that specify the best policies for their evolving insurance needs
- Scheduling appointments utilizing warm leads
- Commission Based
- Background in the health insurance or life insurance industries preferred
- Strong interpersonal and communication skills are a must
- Proficiency with Microsoft Office products
- Client service experience as a sales representative a plus
- Willingness to learn about the insurance industry, insurance programs, and state and federal regulations that may impact policyholders
- Valid insurance license required Or Willingness To Obtain
- If unlicensed, the agency will assist in bringing you through the licensing process and pay for your pre-licensing course
- Remote-Hybrid (virtual or in-person)
- Commission based
- Free Training including the pre-licensing course
- Qualified Leads are generated through 3rd party vendors
- All clients and commissions are vested from Day 1
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Licensed Life Insurance Sales Agent - Charlotte, United States - C&G Consulting Group
Description
Job Description
Job DescriptionWe are looking for a life insurance agent with amazing customer service skills to join our fast-growing insurance agency and help our clients achieve their financial goals. You'll serve on the front lines of insurance sales, helping new customers navigate our products, processing claims and inquiries, and developing an ever-growing lead list to secure new business. If the thought of making a positive impact on our client's lives excites you, start your application today.
Compensation:$120,000+ at plan commission
Responsibilities:Our agency is looking to bring on multiple new agents with exceptional customer service experience to become a part of our independent insurance agency. Our award-winning agency focuses on putting our clients first—we represent the top carriers in the industry—this means we can get each client the best product for their needs As an insurance producer, you will assist prospective and existing customers to ensure their families are protected when they need it most.