P. R. Financial

We are looking for a life insurance agent with an entrepreneurial spirit and amazing customer service skills to join our fast-growing insurance agency and help our clients achieve their financial goals. You’ll serve on the front lines of insurance sales, helping new customers navigate our products, processing claims and inquiries, and developing an ever-growing lead list to secure new business. If the thought of coming to work every day and making a positive impact on our clients’ lives excites you, start your application today.

Responsibilities

• Process current policyholders’ insurance claims while monitoring the status of existing insurance claims
• Develop a prospective customer base and advertise our insurance products through our Qualified Leads platform, referrals, networking, and other marketing strategies to secure new business
• 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
• Ensure all contracting paperwork is up to date while maintaining databases, records, and bookkeeping
• 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

Qualifications

• Current Life & Health insurance license is greatly valued
• Familiarity with the Microsoft Office suite
• High school diploma or equivalent required; Bachelor’s degree preferred
• Customer service or experience as a sales representative are highly valued
• Prior health insurance or life insurance experience a bonus

Compensation $86,000 - $135,000 1st Year

About 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.