What are the responsibilities and job description for the Life Insurance Agent position at All American life group?
Position Summary
The Life Insurance Agent is responsible for helping individuals and families protect their financial future by offering tailored life insurance solutions. This role involves prospecting new clients, maintaining long-term relationships, and providing expert advice on policies that meet client needs. Agents must be self-motivated, goal-driven, and committed to delivering excellent customer service.
Key Responsibilities
- Prospect and contact potential clients through networking, referrals, cold calling, and marketing efforts.
- Conduct needs-based assessments to identify clients’ financial goals and recommend appropriate life insurance products.
- Educate clients on policy features, benefits, and options to help them make informed decisions.
- Assist clients with applications, underwriting requirements, and claims processes.
- Maintain accurate records of client interactions, applications, and policy details.
- Meet or exceed sales targets and performance metrics.
- Stay informed about industry trends, product updates, and compliance regulations.
- Participate in training, team meetings, and professional development activities.
Qualifications
- High school diploma or equivalent (Bachelor’s degree preferred).
- Active state life insurance license (or willingness to obtain).
- Previous experience in sales, customer service, or financial services preferred.
- Strong communication, negotiation, and interpersonal skills.
- Self-motivated with the ability to work independently and as part of a team.
- Proficiency in basic computer applications (CRM systems, Microsoft Office, etc.).
Key Competencies
- Sales-driven mindset with persistence and resilience.
- Customer-focused with a passion for helping people.
- Organized and detail-oriented, able to manage multiple clients.
- Trustworthy and ethical, adhering to company and state compliance rules.
Compensation & Benefits
- Commission-based pay structure (with potential for bonuses).
- Opportunities for career advancement and leadership roles.
- Training, licensing assistance, and ongoing professional development.
- [Optional: Health insurance, retirement plan, paid time off – customize as needed].
Job Type: Full-time
Projected Total Compensation: $100.00 - $1,000.00 per day
Benefits:
- Parental leave
- Work from home
Work Location: Hybrid remote in Boca Raton, FL 33432
Salary : $100 - $1,000