Apply today to embark on a rewarding career in a stable, industry-leading company that prioritizes doing right by its clients! We are looking for a self-disciplined, highly motivated new team member who is interested in helping clients achieve their financial goals and building a great career as a life insurance agent in the process. You will leverage our expansive line of products to develop financial strategies customized for each individual, family, and business you serve. Join us today! Responsibilities: • Ensure all contracting paperwork is up to date while maintaining databases, records, and bookkeeping • Identify new client insurance needs, insurance risks, goals, current coverage, and financial situation by scheduling meetings for new customers, ensuring a personalized experience • 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 • Develop a prospective customer base and advertise our insurance products through referrals, cold calling, networking, and other marketing strategies to secure new business • Process current policyholders’ insurance claims while monitoring the status of existing insurance claim Qualifications: • High school diploma or equivalent required; Bachelor’s degree preferred • Candidates with an active Life and Health insurance license are strongly preferred • Previous customer service or experience as a sales representative preferred • Possesses outstanding interpersonal and communication skills • Familiarity with the Microsoft Office suite Compensation: $70,000 - $90,000 at plan yearly

• Ensure all contracting paperwork is up to date while maintaining databases, records, and bookkeeping • Identify new client insurance needs, insurance risks, goals, current coverage, and financial situation by scheduling meetings for new customers, ensuring a personalized experience • 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 • Develop a prospective customer base and advertise our insurance products through referrals, cold calling, networking, and other marketing strategies to secure new business • Process current policyholders’ insurance claims while monitoring the status of existing insurance claim