Our rapidly expanding insurance agency is looking for a full-time life insurance agent to join our team! You’ll grow a list of prospective clients, market our insurance solutions, showcase our offerings to new customers, and help policyholders navigate the claims process. Whether entry-level or experienced, we’ll provide the support network and resources to help you reach - and exceed - your sales goals. Along the way, you'll get your financial licenses and work with investments as well. The opportunity offers independence, upside income, defined advancement opportunities, education on the company's dime, and a real impact on people's lives and communities. Qualifications include the ability to cultivate networks, strong communication skills, self-motivation, and professionalism. If you fit the above qualifications, we'd love to hear from you. Apply today! Responsibilities: • Provide warm and professional customer service while onboarding new clients and maintain existing clients, including booking appointments, inquiry response, insurance eligibility, claim submissions questions concerning billing and insurance policies • Aid policyholders with the insurance claims process while supervising the progress of current insurance claims • Ensure all contracting paperwork is up to date while maintaining databases, records, and bookkeeping • 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 • Develop a prospective customer base and advertise our insurance products through referrals, cold calling, networking, and other marketing strategies to secure new business • Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives • Assess each client’s potential life and financial needs to create an individualized financial plan that leverages the products and services we offer • Use a CRM to organize each client’s financial status, goals, cash flow, and monetary expectations for use in their individual financial plan • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products • Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional Qualifications: • Candidates must have a high school diploma or GED; a Bachelor’s degree is a plus • Previous health insurance or life insurance experience a plus • Current Life & Health insurance license is greatly valued • Familiarity with the Microsoft Office suite • Client service experience as a sales representative a plus • Candidates with active investment licenses preferred Compensation: $80,000 - $100,000 at plan

• Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives • Assess each client’s potential life and financial needs to create an individualized financial plan that leverages the products and services we offer • Use a CRM to organize each client’s financial status, goals, cash flow, and monetary expectations for use in their individual financial plan • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products • Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional