Life Insurance Specialist

PHP Financial Services - Orange County

Life Insurance Specialist

Anaheim, CA
Full Time
Paid
  • Responsibilities

    Life Insurance Agent – Full-Time Opportunity Are you an ambitious, customer-focused individual ready to build a rewarding career? Our rapidly growing insurance agency is seeking a motivated Life Insurance Agent to join our dynamic team full-time. What You'll Do: • Build and cultivate a strong pipeline of prospective clients • Promote and market our diverse insurance products to meet individual client needs • Clearly and confidently present insurance solutions to potential policyholders • Guide customers through policy selection and claims processes, delivering exceptional service • Maintain ongoing client relationships to encourage retention and referrals Why Join Us: • Comprehensive training, mentorship, and continuous professional development • Robust resources and dedicated support to help you exceed your sales goals • A collaborative, growth-oriented environment that rewards success Who You Are: • Highly driven and results-oriented • Excellent communicator with strong interpersonal skills • Dedicated to providing outstanding customer service • Able to thrive in a dynamic and competitive environment Ready to elevate your career and achieve financial success? We’d love to connect with you. Apply today and take your career to the next level! Responsibilities: • Conduct consultations to assess insurance needs, risk, and financial status of new customers in Anaheim, CA, US, ensuring an optimal client experience. • Develop a customer base through networking, referrals, cold calling, and other marketing strategies to enhance new business growth. • Support incoming and existing clients in Anaheim, CA, US with customer service tasks like appointment scheduling, billing inquiries, and policy details to facilitate onboarding and retention. • Aid policyholders in Anaheim, CA, US through the insurance claims process and oversee existing claims for a seamless experience. • Manage and update electronic and paper records while ensuring all contracting paperwork is up to date for clients in Anaheim, CA, US. Qualifications: • Excellent communication abilities are essential for this role. • Proficiency in Microsoft Office is required. • Preference will be given to candidates holding an active Life & Health insurance license. • Past experience in customer service or sales representative roles is advantageous. • A motivation to obtain a Life insurance License is necessary. Compensation: $85,000 - $185,000 yearly

    • Conduct consultations to assess insurance needs, risk, and financial status of new customers in Anaheim, CA, US, ensuring an optimal client experience. • Develop a customer base through networking, referrals, cold calling, and other marketing strategies to enhance new business growth. • Support incoming and existing clients in Anaheim, CA, US with customer service tasks like appointment scheduling, billing inquiries, and policy details to facilitate onboarding and retention. • Aid policyholders in Anaheim, CA, US through the insurance claims process and oversee existing claims for a seamless experience. • Manage and update electronic and paper records while ensuring all contracting paperwork is up to date for clients in Anaheim, CA, US.

  • Compensation
    $85,000-$185,000 per year