Job Description
Our rapidly expanding insurance agency is looking for a full-time life insurance agent to join our team! You’ll grow a list of prospective clients, market our insurance products, showcase our offerings to new customers, and help policyholders navigate the claims process. We’ll provide the support network and resources to help you reach - and exceed - your sales goals. If you have a strong drive to succeed, great communication skills, and outstanding customer service skills, we’d love to hear from you. Apply today!
Responsibilities:
• 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
• 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
• Expand our prospective customer base and market our insurance products via including networking, referrals, cold calling, and various marketing strategies to bring in new business
• Maintain databases, records, and bookkeeping, ensuring all paperwork is up to date
• Aid policyholders with the insurance claims process while supervising the progress of current insurance claims
What You Can Expect From This Position
• Receive one-on-one and group training that provides a way for you to expedite your onboarding experience
• Benefit from a lead-generating system that puts you in front of qualified buyers, no cold calling • Thrive amidst our award-winning, positive company culture, where leaders put people first and where leaders focus on flexibility and balance • Cultivate your leadership qualities and pursue personal and professional growth • Help others achieve the same financial freedom in their lives
• Know that what you do helps protect the financial future of families Qualifications:
• High school diploma or equivalent required; Bachelor’s degree preferred
• Background in the health insurance or life insurance industries preferred
• Familiarity with the Microsoft Office suite
• Strong interpersonal and communication skills are a must
• Customer service or experience as a sales representative are highly valued
• Strong work ethic: You recognize the irreplaceable value of hard work and what it takes to achieve your financial goals
• High integrity: You uphold high standards of professionalism and ethics and embrace the opportunity to become a highly visible member of your community
• Proven history of leadership/management: You have a proven background in building and managing within a business development role
• Life and Health Insurance License (Preferred)
• Excellent communication and presentation skills About Company:
CW Solutions values balance and flexibility - work as much or as little as you'd like! Also, have great commissions and a simple and straightforward advancement track to gain raises every 2 months!
Discovering a mutual fit in our hiring process is very important to us, as we don't align with everyone, and we recognize you feel the same way. We look forward to learning more about you!
Job Tags
Full time, Work at office,
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