Life Insurance Sales Agent

GFI - San Jose

Life Insurance Sales Agent

Remote,
Full Time
Paid
  • Responsibilities

    YOU MUST LIVE IN THE US, CANADA OR MEXICO We are seeking a motivated insurance agent with an entrepreneurial spirit to join our team and engage with a diverse range of new and existing clients. Your experience cultivating prospective clients through referrals, networking, cold calls, and marketing initiatives will be invaluable in this role. If you possess enthusiasm, intuition, and organization skills, and excel in handling multifaceted responsibilities, this opportunity is designed for you! Our comprehensive training, mentoring, and support are here to empower you to reach your maximum earning potential. If this resonates with you, take the opportunity to apply today and start an enriching career journey with us! Responsibilities: • Spend time listening to new and potential clients, assess their priorities and finances, and determine suitable insurance plan options that successfully meet their individual insurance needs • Implement sales strategies and tactics proven effective in maintaining and growing existing customer portfolios comprised of loyal, long-term clients • Work with policyholders to develop and deliver risk management strategies that fit their individual profiles • Continue your education on evolving insurance industry protocols to adequately fulfill all policy requirements and monitor insurance claims to customers’ satisfaction • Ensure bookkeeping systems, sales databases, and customer records are maintained to report progress toward monthly initiatives to stakeholders • Schedule meetings with new and prospective clients to understand their needs, taking into account their financial situations and life priorities. Then, present personalized insurance and wealth management solutions tailored to their individual circumstances. Qualifications: • Candidates should have basic computer skills and be able to use Microsoft Office programs • Bachelor’s degree preferred; high school diploma required • Some experience with accounting or sales lead software is beneficial • Strong interpersonal skills, communication skills, customer service skills, and analytical skills are required • An insurance license is not required to apply. However, If selected for this opportunity, you will need to get licensed Compensation: $72,000 - $100,000 at plan earnings

    • Schedule meetings with new and prospective clients to understand their needs, taking into account their financial situations and life priorities. Then, present personalized insurance and wealth management solutions tailored to their individual circumstances.

  • Compensation
    $72,000-$100,000 per year