P. R. Financiall

Looking for a chance to achieve new career heights on a dedicated, compassionate team of successful insurance agents? Our insurance agency is expanding and needs the help of a life insurance agent to grow our list of prospective clients and onboard new clients. Our ideal candidate is great with people, a naturally talented salesperson, and harbors incredible customer service skills and a passion for helping those in need. You’ll have an opportunity to help a thriving insurance team succeed and make a tangible difference in our clients’ lives every day. If this sounds like a job you’d love, apply now!

Responsibilities

• Evaluate new customers’ insurance needs, insurance risk, existing coverage, long-term goals, and financial status through consultations to create a tailored experience that exceeds expectations
• Expand our prospective customer base and market our insurance products via including Qualified Leads, networking, referrals, and various marketing strategies to bring in new business
• Process current policyholders’ insurance claims while monitoring the status of existing insurance claims
• Ensure all contracting paperwork is up to date while maintaining databases, records, and bookkeeping
• Provide warm and professional customer service while onboarding new clients and maintain existing clients, including booking appointments, inquiry response, insurance eligibility, claim submissions questions concerning billing and insurance policies

Qualifications

• Proficiency with Microsoft Office products
• Client service experience as a sales representative a plus
• Background in the health insurance or life insurance industries preferred
• High school diploma or equivalent required; Bachelor’s degree preferred
• Strong interpersonal and communication skills are a must

Compensation$86,000 - $135,000About P. R. Financial

P. R. Financial 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. P. R. Financial is 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 amazing, mentor them into maturity, and cheer them on the way to becoming our partners. We want partners, not employees.