Life Insurance Agent
Yellowstone Life Insurance Agency
full-time
Posted on:
Location Type: Remote
Location: Texas • United States
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About the role
- Build and maintain strong relationships with clients as their primary point of contact for all insurance matters.
- Evaluate clients' insurance needs through comprehensive interviews and understanding their unique circumstances.
- Provide personalized insurance recommendations based on clients' specific requirements and financial goals.
- Educate clients on the different types of life insurance policies and their features, benefits, and limitations.
- Assist clients in completing insurance applications and gather the necessary documentation.
- Follow up with clients regularly to review their policies, address any concerns, and make adjustments as needed.
- Collaborate with insurance carriers and underwriters to negotiate favorable terms for clients' policies.
Requirements
- Excellent interpersonal and communication skills.
- Strong problem-solving abilities and the capability to analyze complex information.
- Highly organized with great attention to detail.
- Self-motivated and able to work independently.
- A current Life Insurance License is preferred, but we will consider candidates who are willing to obtain the license within a specified timeframe (cost may vary depending on the state).
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
insurance evaluationinsurance recommendationsinsurance applicationspolicy reviewnegotiation
Soft skills
interpersonal skillscommunication skillsproblem-solvinganalytical skillsorganizational skillsattention to detailself-motivationindependence
Certifications
Life Insurance License