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Licensed Life Insurance Descriptions
Our company is an independent marketing organization (IMO) in the financial services industry; specifically in the insurance marketplace. We serve clients by acting as their independent advisor and broker for products in life insurance, health insurance, retirement, annuities, medicare, senior benefits and more. We are remaking the industry for agents by agents. Each agent owns their book of business. We would love for you to join us!
Our approach is simple. We believe in our people, we provide them a platform, we train them how to be great, mentor them into maturity, and cheer them on the way to becoming our partners. We want partners, not employees.
About the Life Insurance Agent position
We are looking for a skilled individual to join our team and help us with managing
our business development activities. Your duties will include finding new clients as
well as promoting and selling company's insurance plans. We expect you to
efficiently build and maintain long-term relationships to ensure the stability of
company’s revenues and growth.
Insurance Agent responsibilities are:
• Face to Face interactions with clients
• Consult clients about befitting risk management strategies
• Develop effective marketing strategies to sell insurance plans to current or new
clients
• Explore the needs of business or individual customers and propose them plans or
other services• Find opportunities and build relationship with potential customers. Using networking, cold calling and other methods
• Review insurance claims to ensure fair dealing and satisfaction
• Prepare regular reviews of progress and present them to interested parties
• Organize bookkeeping systems, database and records
• Meet your goals in finding new clients and selling insurance products and
services
• Stay informed about market trends and updates in the field of insurance products
and services
• Follow company's policies and ensure the compliance with applicable legal
requirements
Insurance Agent requirements are:
• Life/Health Insurance License preferred, but not required.
• Good experience in providing client-focused solutions and building customer
relationships
• Experience of working with major kinds of insurance plans including automobile,
fire, life, property, medical and so on is a plus.
• Good knowledge of computers and statistics methods
• Strong communication, presentation and sales skills
• Results-driven and able to work without supervision
• High School Diploma/GED required, Certifications/Degree preferred
