Entrepreneur – 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, acting as their primary point of contact for all insurance matters.
- Assess and evaluate clients' insurance needs by conducting thorough interviews and understanding their financial goals and risk tolerance.
- Provide comprehensive and personalized insurance recommendations based on clients' individual circumstances and coverage requirements.
- Educate clients on the features, benefits, and limitations of different life insurance policies to help them make informed decisions.
- Assist clients in completing insurance applications, collecting necessary documentation, and submitting policies for underwriting.
- Follow up with clients at regular intervals to review their policies, address any questions or concerns, and make necessary adjustments to their coverage.
- Collaborate with insurance carriers and underwriters to negotiate favorable terms and conditions for clients' policies.
Requirements
- Enjoy helping people
- Strong interpersonal and communication skills, with the ability to establish rapport quickly.
- Excellent problem-solving skills and the ability to analyze complex information.
- Highly organized with strong attention to detail.
- Self-motivated with the ability to work independently and remotely
- Current Life Insurance License is required (candidate may be considered without a license, but a license must be obtained within 60 days. To become licensed in most states will run around $200.).
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft skills
interpersonal skillscommunication skillsproblem-solving skillsanalytical skillsorganizational skillsattention to detailself-motivatedability to work independentlyability to establish rapport
Certifications
Life Insurance License