Life Insurance Sales Agent

GFI - Gilroy

Life Insurance Sales Agent

Remote,
Full Time
Paid
  • Responsibilities

    GFI - Global Financial Impact is seeking a passionate and driven Life Insurance Agent with exceptional customer service skills to join our fast-growing insurance agency. In this role, you’ll help clients achieve their financial goals by guiding them through our products, educating them, and building lasting relationships. At GFI, we pride ourselves on a winning culture rooted in our core values: faith, family, fitness, finance, and fun. We offer world-class training, great income potential, and the opportunity to make a real difference in the lives of the families we serve. If you’re excited about making a positive impact every day while advancing your career with a company that supports your growth and values, apply now and join the GFI team! Responsibilities: • Educate Clients on Life Insurance Products • Guide clients through our product offerings, explain coverage options, and tailor solutions to meet their unique financial needs and goals • Build and Maintain Client Relationships • Develop lasting relationships by providing exceptional customer service, addressing inquiries, and offering ongoing support to ensure satisfaction and trust • Generate and Pursue Leads • Actively build and manage a pipeline of potential clients through networking, referrals, and outreach efforts to grow your client base and achieve sales targets • Process Applications • Assist clients in completing applications and ensuring all necessary documentation is accurate and submitted in a timely manner • Stay Informed on Industry Trends • Continuously expand your knowledge of life insurance products and industry trends through company training and self-directed learning to provide the best solutions for clients • Create Policy Illustrations • Design and present customized policy illustrations that clearly outline coverage options, premiums, and benefits to help clients make informed decisions about their financial future Qualifications: • Strong Communication Skills • Excellent verbal and written communication abilities to effectively explain complex insurance concepts to clients • Customer Service Experience • A proven ability to build relationships and provide exceptional service, ensuring client satisfaction and trust • Sales or Goal-Oriented Mindset • A motivated self-starter with a desire to achieve and exceed individual and team sales goals • Basic Technology Proficiency • Comfortable using computers, CRM systems, and digital tools for client management and policy illustrations • Licensed or Willing to Obtain • A life insurance license is preferred, but candidates willing to obtain licensing as part of the onboarding process are welcome to apply Compensation: $50,000 - $150,000

    • Educate Clients on Life Insurance Products • Guide clients through our product offerings, explain coverage options, and tailor solutions to meet their unique financial needs and goals • Build and Maintain Client Relationships • Develop lasting relationships by providing exceptional customer service, addressing inquiries, and offering ongoing support to ensure satisfaction and trust • Generate and Pursue Leads • Actively build and manage a pipeline of potential clients through networking, referrals, and outreach efforts to grow your client base and achieve sales targets • Process Applications • Assist clients in completing applications and ensuring all necessary documentation is accurate and submitted in a timely manner • Stay Informed on Industry Trends • Continuously expand your knowledge of life insurance products and industry trends through company training and self-directed learning to provide the best solutions for clients • Create Policy Illustrations • Design and present customized policy illustrations that clearly outline coverage options, premiums, and benefits to help clients make informed decisions about their financial future

  • Compensation
    $50,000-$150,000 per year