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: • 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 • Ensure all contracting paperwork is up to date while maintaining databases, records, and bookkeeping • Address existing and prospective customer requests in a prompt and friendly matter, including booking new meetings and responding to inquiries regarding billing, eligibility, coverage, claims, 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 • Aid policyholders with the insurance claims process while supervising the progress of current insurance claims • Must already have or be willing to obtain a life insurance license • Conduct client consultations to understand financial goals and insurance needs • Present life insurance solutions in a clear and professional manner • Assist clients with completing applications and navigating underwriting requirements • Provide customer service support for existing policyholders • Help clients during the claims process when needed • Maintain organized electronic and paper records for compliance and servicing • Prospecting and lead generation through networking, referrals, social media, and outreach Qualifications: • Possesses outstanding interpersonal and communication skills • Client service experience as a sales representative a plus • Candidates must have a high school diploma or GED; a Bachelor’s degree is a plus • Familiarity with the Microsoft Office suite • An active life insurance license is a strong advantage • Applicants without a license must be willing to obtain one • Strong interpersonal and communication skills • Previous customer service or sales experience preferred • Ability to build trust and explain financial concepts clearly • Self-motivated with a goal-oriented mindset • Comfortable using Zoom, email, and basic online tools • Applicants must be authorized to work and reside in the United States Compensation: $50,000+ at plan commission based on performance

• Must already have or be willing to obtain a life insurance license • Conduct client consultations to understand financial goals and insurance needs • Present life insurance solutions in a clear and professional manner • Assist clients with completing applications and navigating underwriting requirements • Provide customer service support for existing policyholders • Help clients during the claims process when needed • Maintain organized electronic and paper records for compliance and servicing • Prospecting and lead generation through networking, referrals, social media, and outreach