Final Expense Insurance Professional
Job Description
We are seeking a motivated and organized Final Expense Insurance Professional to join our agency. You will utilize current leads and develop new leads to establish clients and provide the insurance products they need. We offer a wide variety of insurance services, including mortgage insurance and final expense policies. You will be responsible for keeping up with insurance trends and changes to the coverage offered by different insurance companies. We prefer candidates who have at least one year of experience in insurance or sales.
FINAL EXPENSE INSURANCE PROFESSIONAL DUTIES AND RESPONSIBILITIES
Develop leads and schedule appointments with clients
Determine the specific needs of particular clients by researching current coverage and available options
Answer questions related to coverage and annual charges
Help customers complete all paperwork properly
Obtain underwriting approval by completing the application for coverage
FINAL EXPENSE INSURANCE PROFESSIONAL REQUIREMENTS AND QUALIFICATIONS
High school diploma or equivalent
Prior sales experience a plus
Proficient with Microsoft Office
Strong communication skills
Organized, self-motivated, and proactive in problem-solving
Company Description
The Bedgood Financial Group is an independent group of insurance agents under the Equis Financial brand. Equis is a premier Insurance Marketing Organization for independent insurance agents and agency builders today. Designed from the ground up by industry veterans, Equis provides a proven system that works for anyone. With the driving force of progressive technology, an exclusive lead program, a competitive product portfolio, and state-of-the-art training, Equis has created a company for agents and agency builders to develop a profitable business while leading themselves and others to financial freedom. Equis Financial was acquired by Integrity Marketing Group, the nation’s largest independent distributor of life and health insurance products, in May of 2020 to accelerate combined growth and provide even more Americans with the important life and health insurance coverage they need. Services provided: Life Insurance including benefits such as mortgage protection, final expense, and living benefits; and retirement solutions.