Job Summary:
The Life Insurance Agent will sell life, health, and/or disability insurance to clients, and will provide additional follow-up service and support as needed according to changing insurance needs.

Supervisory Responsibilities:
• None.
• Develops and maintains a client base; seeks new prospects via referrals, direct mail, social media, group presentations, promotions, and other methods.
• Consults with clients and prospective clients to assess insurance needs, budget, financial planning goals, and other relevant details.
• Provides rate quotes and coverage recommendations; assists with long-term planning.
• Assists with completion of application and other necessary paperwork; obtains underwriting approval.
• Delivers policy and plan documents.
• Follows up with clients on a periodic basis to assess financial, family, and other changes that may warrant modification of coverage.
• Facilitates distributions to beneficiaries as directed on the death of the policyholder.
• Performs other related duties as assigned.
Required Skills/Abilities:
• Excellent verbal and written communication skills.
• Thorough understanding of life insurance as an aspect of financial planning.
• Ability to clearly explain complex insurance policies and packages.
• Ability to provide comfort to beneficiaries after the death of a loved one.
• Proficient with Microsoft Office Suite or related software.

Education and Experience:
• High school diploma or equivalent required; Bachelor’s degree preferred.
• Some sales experience, particularly in insurance, highly preferred.
• State insurance licensure required.

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