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Life-Health Insurance Sales Agent

GFI - Santa Rosa

Life-Health Insurance Sales Agent

Remote,
Full Time
Paid
  • Responsibilities

    GFI is one of the fastest growing financial brokerages in the United States. GFI is partnered with many fortune 500 companies in the world, in its short time has helped countless individuals and families find financial security through our life insurance, retirement and wealth building strategies. Our licensed Life/Health Agents create a strategy to help families pursue financial independence and focus on what matters most, creating a better quality of life for them and their loved ones. Your training is provided in house in both group and individual settings. All professionals on our platform have access to the training necessary to learn what it takes to be successful. If you are looking for a regular hourly-paying position, this may not be the right fit. This opportunity is for people who want to be independent, make their own schedule, want flexibility in work/life balance, and want an opportunity to make money from home. No prior experience is required as you will be fully trained through the company. You will assist clients in achieving their financial goals, creating personalized financial strategies, and providing guidance and support in various financial matters. If you're ready to take your career to new heights, we would love to hear from you! Responsibilities: • Determine new customers’ insurance needs, desires, insurance risk, prior coverage, and financial standing via booked consultations to ensure the best client experience possible • Process current policyholders’ insurance claims while monitoring the status of existing insurance claims • Maintain databases, records, and bookkeeping, ensuring all paperwork is up to date • Grow new business by generating a prospective customer base and advertise our insurance products via networking, asking for referrals, and other marketing strategies Qualifications: • Excellent verbal and written communication skills required • 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 • Candidates with an active Life & Health insurance license are strongly preferred • Background in the health insurance or life insurance industries preferred • Must pass a background check • Must be 18+ years old (Federal Requirement) • Must currently reside in the United States • If you don't have a Life & Health License, must be willing to study and pass whichever state you're residing in Compensation: $85,000 - $130,000+ at plan commission

    • Grow new business by generating a prospective customer base and advertise our insurance products via networking, asking for referrals, and other marketing strategies