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Life Insurance Sale Representative

The Valdez Group

Life Insurance Sale Representative

Philadelphia, PA
Paid
  • Responsibilities

    Do you deserve better? We ARE different & are looking for positive individuals that want to make a difference & get paid for their hard work! Our rapidly-expanding insurance agency is looking for full-time (& part-time) life insurance agent to work WITH us! We lock arms with you to grow a list of prospective clients, market our insurance products, showcase our offerings to new customers, and help clients & families navigate their options. We’ll provide exceptional support, training, and resources to help you reach - and EXCEED - your sales goals. We also have LEADS, warm leads! If you have a strong desire to succeed & to help others & possess outstanding customer service skills, we’d LOVE to hear from you. Let's have a conversation - Apply today! Responsibilities: • Onboard incoming and retain existing clients via a variety of customer service tasks, such as appointment setting, in-house or virtually, and responding to inquiries regarding billing, coverage, eligibility, and insurance policies • Ensure all contracting 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 • Expand our prospective customer base and market our insurance products via, warm leads, networking, referrals, and various marketing strategies to bring in new business • Connecting with people/rapport-building skills • Attend weekly training calls/strategy calls to improve & grow your skills • Help others do the same by sharing experiences • No cold calling • Expand income potential with annual reviews • Warm leads available Qualifications: • Proficiency with Microsoft Office products • High school graduate or received GED, Associate or Bachelor's degree is a plus • Candidates with an active Life Insurance license or willingness to obtain -(we will help you) • Genuine desire to assist clients & navigate their options • Willingness to participate in training calls to improve & grow your talent & skill • Passion for contributing to a successful & ever-improving team • Heart to truly care about helping others (clients & teammates) • Enjoy making a difference!! Compensation: $125,000 at plan

    • Onboard incoming and retain existing clients via a variety of customer service tasks, such as appointment setting, in-house or virtually, and responding to inquiries regarding billing, coverage, eligibility, and insurance policies • Ensure all contracting 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 • Expand our prospective customer base and market our insurance products via, warm leads, networking, referrals, and various marketing strategies to bring in new business • Connecting with people/rapport-building skills • Attend weekly training calls/strategy calls to improve & grow your skills • Help others do the same by sharing experiences • No cold calling • Expand income potential with annual reviews • Warm leads available