Job Description
We are seeking a Licensed Life and Health Agent to join our team.
Responsibilities:
- Provide advice to clients and recommend insurance products.
- Provide intermediary services between insurance companies and clients.
- Provide good customer service to maintain and retain clients.
- Expand customer base.
- Interview prospective clients to gather data about them.
- Sell life policies that payout on death.
- Analyze the client’s current portfolios and make recommendations.
- Assist clients during the claims process.
- Maintain electronic and paper records.
Life Insurance Agent Requirements:
- Degree or diploma in financial services or related.
- Must be licensed in the state where you work.
- Accredited with the Financial Industry Regulatory Authority (FINRA).
- Possess excellent communication skills.
- Display good analytical skills.
- Provide excellent customer service.
- Possesses excellent selling skills.