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: • Identify new client insurance needs, insurance risk, goals, current coverage, and financial situation by scheduling meetings for new customers, ensuring a personalized experience • Manage electronic and paper records and ensure all contracting paperwork is kept current • 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 • Expand our prospective customer base and market our insurance products via including networking, referrals, cold calling, and various marketing strategies to bring in new business • Process current policyholders’ insurance claims while monitoring the status of existing insurance claims What You'll Do • Connect with pre-qualified clients through our proprietary lead platform • Conduct needs assessments and present tailored life insurance solutions • Build and maintain a long-term book of business as a trusted advisor Qualifications: • Previous customer service or experience as a sales representative preferred • Possesses outstanding interpersonal and communication skills What You Bring • Strong communicator who builds trust quickly • Self-directed, results-driven, and comfortable working independently • Active life insurance license preferred — if not licensed, we'll get you there • Bachelor's degree preferred; a strong sales record speaks louder Compensation: $75,000 - $175,000

• What You'll Do • Connect with pre-qualified clients through our proprietary lead platform • Conduct needs assessments and present tailored life insurance solutions • Build and maintain a long-term book of business as a trusted advisor • Manage your pipeline, track performance, and stay compliant