Yellowstone Life Insurance Agency

Insurance Agent

Yellowstone Life Insurance Agency

full-time

Posted on:

Location Type: Remote

Location: Remote • Texas • 🇺🇸 United States

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Job Level

Mid-LevelSenior

About the role

  • - Build and maintain strong client relationships, serving as the primary contact for all insurance inquiries.
  • - Assess clients' insurance needs through thorough interviews, understanding their individual circumstances.
  • - Provide personalized insurance recommendations based on clients' financial goals and risk tolerance.
  • - Educate clients on the features, benefits, and limitations of different life insurance policies.
  • - Assist clients with completing insurance applications and gather the necessary documentation for submission.
  • - Follow up with clients regularly to review their policies and make recommendations for adjustments as needed.
  • - Collaborate with insurance carriers and underwriters to ensure the best policy terms for clients.

Requirements

  • - Strong interpersonal and communication skills, with the ability to quickly build rapport with clients.
  • - Excellent problem-solving abilities and a strong attention to detail.
  • - Self-motivated and capable of working independently.
  • - A current Life Insurance License is required. Candidates without a license may still apply, but they must obtain a license within a specified timeframe.
  • - Previous experience in sales or insurance is preferred, but not required.
Benefits
  • Freedom & ability to work virtually

Applicant Tracking System Keywords

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

Soft skills
interpersonal skillscommunication skillsproblem-solving abilitiesattention to detailself-motivatedindependent work
Certifications
Life Insurance License