Licensed Insurance Professional

• Client Acquisition & Relationship Building: Develop leads and grow your client portfolio by networking, securing referrals, cold calling, and utilizing other innovative marketing strategies.
• Client Needs Assessment: Identify and assess clients’ insurance needs, financial goals, and risk profiles by conducting personalized consultations.
• Carrier Communication: Act as a liaison with various insurance carriers on behalf of clients.
• Underwriting & Application Processing: Complete and submit insurance applications to secure underwriting approvals.
• Policy Delivery & Follow-up: Ensure timely policy delivery, plan follow-up visits, and continuously evaluate evolving client needs.
• Professional Development: Maintain up-to-date knowledge by engaging in continuing education, networking, and professional organizations.
• Record Management: Oversee electronic and paper records, ensuring compliance with all regulatory and contracting requirements.

• License: Active state life insurance license(s)
• Education: High school diploma or equivalent required; Bachelor’s degree preferred
• Experience: Background in insurance, finance, sales, or a related field preferred
• Technology Skills: Proficient with MS Office, Zoho CRM software, and virtual meeting platforms (e.g., Zoom)
• Analytical Skills: Strong problem-solving skills with meticulous attention to detail

• Proven ability in prospecting and sales
• Highly motivated and goal-driven
• Strong organizational and multitasking skills
• Outstanding communication abilities

• Secure, personal computer and high-speed internet access
• Quiet, professional setting for confidential client calls and virtual meetings

Compensation
, Inc. offers a competitive, commission-based compensation package with earning potential based on your experience and sales performance.