We are looking for a life insurance agent with amazing customer service skills to join our fast-growing insurance agency and help clients achieve their financial goals. You’ll serve on the front lines of insurance sales, helping new customers navigate our products, processing claims and inquiries, and developing an ever-growing lead list to secure new business. If the thought of coming to work every day and making a positive impact on clients’ lives excites you, start your application today. Responsibilities: • Process current policyholders’ insurance claims while monitoring the status of existing insurance claims • Maintain databases, records, and bookkeeping, ensuring all paperwork is up to date • 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 • Grow new business by generating a prospective customer base and advertise our insurance products via networking, asking for referrals, cold calling, and other marketing strategies • 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 • Acquire leads and call prospective clients to schedule informational discovery calls and present illustrated options via Zoom meetings Qualifications: • Previous customer service or experience as a sales representative preferred • High school diploma or equivalent required; Bachelor’s degree preferred • Familiarity with the Microsoft Office suite • Strong interpersonal and communication skills are a must • Background in the health insurance or life insurance industries preferred • Must reside in the USA • Must have a laptop or home computer, or be willing to get one • Must be a self-starter, accountable, goal-oriented, and willing to invest in yourself Compensation: $100,000 at plan commission

• Acquire leads and call prospective clients to schedule informational discovery calls and present illustrated options via Zoom meetings