Life Insurance Agent

As a Life Insurance Agent here with Primerica you will assess the financial needs of individuals and help them with decisions on investments, insurance (such as 401K, Roth IRA) and Life Insurance.

You will be able to help clients plan for short-long-term goals, such as budgeting for education expenses, making sure they have the right type of insurance and saving for retirement through investments.

Duties and Responsibilities

• Advising individuals on their best interest and opportunities to expand their existing wealth through banks and other financial tools
• Developing relationships to retain clients and grow their client base.
• Promote the insurance agency to customers who need insurance
• Network with potential customers
• Educate customers on each type of insurance coverage and make recommendations based on their needs
• Evaluate current insurance policies and recommend additional coverage when needed
• Quoting families needs
• Complimentary financial analysis
• Help establish investment accounts and affordable Life Insurance plans

Skills and Qualifications

• Ability to communicate complex financial information to clients in an easy-to-understand
• manner
• Ability to produce detailed financial reports and provide analysis on them to clients
• The primary responsibility of an Insurance Agent is to sell insurance policies
• Good sales skills will assist the Insurance Agent in meeting sales goals and increasing their customer base
• Ability to communicate complex financial information to clients in an easy-to-understand
• manner
• Ability to produce detailed financial reports and provide analysis on them to clients
• The primary responsibility of an Insurance Agent is to sell insurance policies
• Good sales skills will assist the Insurance Agent in meeting sales goals and increasing their customer base

*COMMISSION ONLY*