Benefits:

Bonus based on performance

Competitive salary

Training & development

Benefits/Perks

Competitive pay

Training and development

Performance bonus

Job Description We are seeking a professional Life Insurance Agent to join our team. In this role, you will be responsible for ensuring that each client has a positive experience when reaching out to our agency. You will respond promptly to inquiries, maintain accurate records, and generally provide excellent customer service. The ideal candidate is detail-oriented, friendly, and familiar with life insurance products.

Responsibilities

Answer customer questions via phone and email

Assist clients with new quotes, updating policies, payments, and other services

Schedule appointments and maintain calendar

Maintain detailed records of client interactions

Assisting clients with insurance policy selection and enrollment

Maintaining compliance with insurance regulations and company policies

Providing accurate product information and customer support

Managing client records and follow-ups

Provide life and final expense insurance consultations to individuals and families

Conduct needs analysis and recommends coverage based on financial goals and budgets

Explain policy features, benefits, and long-term protection strategies in clear, simple terms

Process applications, underwriting documents, and compliance forms

Maintain ongoing client communication, follow-ups, and policy updates

Collaborate with colleagues to provide comprehensive customer service

Qualifications

Knowledge of life insurance

High school diploma/GED required, bachelor’s degree preferred

Life insurance license required

Excellent communication skills

Excellent customer service skills

Familiarity with Microsoft Office and other software applications