Life Insurance Agent - San Diego, CA
3 days ago
Job description
Company Description
Oakwell Financial Solutions is a dedicated financial services firm committed to helping individuals achieve their financial goals with clarity, discipline, and long-term strategies. We pride ourselves on delivering personalized guidance, strategic financial planning, and reliable execution tailored to each client's unique needs. Our team works collaboratively to build lasting relationships, providing trusted support throughout every stage of the financial journey.
Role Description
This is a full-time remote role for a Life Insurance Agent. The Life Insurance Agent will be responsible for identifying and prospecting potential clients, providing customized life insurance products, and maintaining long-term client relationships. Daily tasks include assessing client needs, guiding clients through insurance options, preparing policies, and ensuring exceptional customer service. The role also involves educating clients on financial and insurance solutions to support their goals.
Qualifications
- Experience in Insurance Sales and knowledge of Insurance Brokerage processes
- Solid understanding of Finance and its application in insurance and financial planning
- Strong Customer Service abilities to build and maintain client relationships
- Proficiency in understanding and navigating various Insurance products
- Excellent communication, negotiation, and interpersonal skills
- Self-motivation and the ability to work independently in a remote environment
- Relevant licensure and certifications in life insurance sales are preferred
- A background in financial services or related fields is an asset
- No license required we train and show the steps tk get licensed
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