Exact Medicare

Licensed Final Expense Insurance Agent

Exact Medicare

full-time

Posted on:

Location Type: Remote

Location: United States

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About the role

  • Client Education: Clearly communicate the features, benefits, and costs of various life insurance policies and supplemental products, ensuring potential clients fully understand their coverage options.
  • Needs-Based Assessments: Conduct thorough evaluations of clients’ financial situations, future goals, and protection needs to recommend personalized insurance solutions that provide adequate coverage.
  • Sales & Relationship Management: Establish and nurture long-term client relationships by providing exceptional customer service, proactive follow-ups, and ongoing policy support to ensure client satisfaction.
  • Regulatory Compliance: Ensure all sales processes and policy recommendations adhere to state and federal insurance regulations, maintaining the highest level of integrity and professionalism.
  • Record-Keeping & Documentation: Maintain accurate and up-to-date records of client interactions, policy applications, and coverage details, ensuring compliance with industry standards and company policies.
  • Industry Knowledge & Development: Stay informed about industry trends, product updates, and regulatory changes to better serve clients and remain competitive in the market.
  • Professional Growth: Participate in company training programs, certification courses, and licensing requirements to enhance skills and remain in compliance with state insurance regulations.

Requirements

  • Active Life Insurance License: Must hold a valid state-issued Life Insurance license
  • Sales & Customer Service Skills: Strong ability to connect with clients, explain complex products in an understandable way, and close sales effectively while maintaining a customer-first approach.
  • Self-Motivation & Goal-Oriented Mindset: Ability to work independently, set and achieve sales targets, and manage time efficiently in a fast-paced environment.
  • Understanding of sales and ability to generate revenue.
  • Comfortable operating in a metrics-driven environment with expectations around sales performance, and call compliance.
  • Strong organizational, interpersonal, communication, and presentation skills.
  • Must be authorized to legally work in the United States without sponsorship.
Benefits
  • Health insurance
  • Professional growth opportunities
  • Flexible work arrangements
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
Life Insurance LicenseSales TechniquesNeeds-Based AssessmentsRecord-KeepingDocumentationRegulatory ComplianceCustomer ServicePolicy RecommendationsFinancial EvaluationsMetrics-Driven Sales
Soft Skills
CommunicationInterpersonal SkillsOrganizational SkillsSelf-MotivationGoal-Oriented MindsetRelationship ManagementPresentation SkillsCustomer-First ApproachProactive Follow-UpsTime Management
Certifications
Active Life Insurance License