We are looking for a life insurance agent with amazing customer service skills to join our fast-growing insurance agency and help our clients achieve their financial goals. You’ll serve on the front lines of insurance sales, helping new customers navigate our products, processing claims and inquiries, and developing an ever-growing lead list to secure new business. If the thought of coming to work every day and making a positive impact on our client’s lives excites you, start your application today. Responsibilities: • Onboard incoming and retain existing clients via a variety of customer service tasks, such as appointment booking, and responding to inquiries regarding billing, coverage, eligibility, and insurance policies • Assist current policyholders during the insurance claims process while overseeing existing insurance claims • Expand our prospective customer base and market our insurance products via including networking, referrals, cold calling, and various marketing strategies to bring in new business • Manage electronic and paper records and ensure all contracting paperwork is kept current • 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 • Cultivating relationships, with a view to helping every family member or individual pursue financial security Qualifications: • Familiarity with the Microsoft Office suite • Previous health insurance or life insurance experience a plus • Candidates with an active Life & Health insurance license are strongly preferred • High school diploma or equivalent required; Bachelor’s degree preferred • Customer service or experience as a sales representative are highly valued • Sales experience preferred – enterprising mindset, no mile too far • Desire to help families and businesses to “Be Good At Life.” • Bilingual Language preferred, Spanish, Chinese, Vietnamese, Korean, Portuguese, etc. Compensation: $100,000 - $150,000 yearly

• Cultivating relationships, with a view to helping every family member or individual pursue financial security