Job Description

We are looking for a life insurance agent with amazing customer service skills to join our fast-growing insurance agency and help our 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 our client’s lives excites you, start your application today. Responsibilities:

• 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
• Ensure all contracting paperwork is up to date while maintaining databases, records, and bookkeeping
• 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
• 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

Qualifications:

• Active Life & Health insurance license is a strong bonus
• Excellent verbal and written communication skills required
• Skilled with Microsoft Office
• Background in the health insurance or life insurance industries preferred
• High school diploma or equivalent required; Bachelor’s degree preferred

About Company: At Selfless Financial we focus on Tax-Free Retirement Accounts, Indexed Universal Life (IUL), and other strategies to help client's future and/ or life insurance needs. We are focused on others' performance and well-being; more than our own. I personally will help you learn, train, get going, and help close deals for you. I sell at a high level when I want to. But honestly, I get a better fix of joy when I can help others change their lives, find success, and apply all that we have worked together on. Join the team and let's win!

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