Are you a passionate and empathetic individual who wants to make a significant impact on people's lives? Do you possess excellent communication skills and the ability to build strong relationships with clients? If so, The Summers Agency has an exciting opportunity for you to join our team as a Life Insurance Agent.
As a Life Insurance Agent, you will play a vital role in helping individuals and families safeguard their financial future. Your primary responsibility will be to educate and assist clients in understanding the importance of life insurance and tailor policies to meet their specific needs and circumstances.
Key Responsibilities:
Client Relationship Management: Build and maintain strong relationships with clients by understanding their unique life situations, financial goals, and insurance needs. Provide exceptional customer service and be a reliable point of contact for any insurance-related inquiries
Needs Analysis: Conduct thorough assessments of clients' financial situations, taking into account their current assets, liabilities, income, and expenses. Based on this analysis, recommend appropriate life insurance coverage that aligns with their individual requirements
Policy Presentations: Effectively communicate complex insurance concepts in a clear and understandable manner. Present various policy options to clients, explaining the benefits, terms, and conditions to help them make informed decisions
Sales and Business Development: Proactively reach out to potential clients through our warm lead program. Convert leads into sales opportunities and continuously seek new prospects to expand your client base
Compliance and Documentation: Ensure adherence to all industry regulations and company policies during the application process. Handle paperwork efficiently and accurately to facilitate the underwriting and issuance of policies
Ongoing Support: Offer ongoing support to policyholders by assisting with policy modifications, addressing claim inquiries, and providing timely updates on industry trends or changes that may affect their coverage
Requirements:
Strong interpersonal and communication skills to effectively connect with clients and establish trust
A high degree of empathy and compassion to understand clients' needs during sensitive life events
Sound knowledge of different life insurance products and industry regulations. (Licensing required. We offer a discounted online course at your own cost)
Organizational and time-management skills to handle multiple client interactions
This position is a remote, 1099 commission based, with incentives, bonuses and no cap on the amount of commission earned.
Join our team of dedicated professionals and become an integral part of helping individuals secure their loved ones' futures. We offer competitive compensation, incentives for reaching targets, and ongoing professional development to support your career growth.
If you're motivated to help families secure their futures and ready to take control of yours, we encourage you to schedule a phone screen with our recruiter at the link below:
https://calendly.com/crystalhoffman328/new-meeting
