What are the responsibilities and job description for the Health and Life Insurance Agent position at LGEACY LEADERS?
Job Summary
We are seeking a dynamic and motivated Health and Life Insurance Agent/ Financial Advisor to join our team! In this role, you will be the key driver in connecting clients with tailored insurance solutions that protect their health, life, and property. You have the opportunity of creating your own team and brokerage here. Your energetic approach and excellent communication skills will empower you to build lasting relationships, educate clients on complex insurance products, and guide them through the benefits of comprehensive coverage. This position offers an exciting opportunity to make a meaningful impact on clients’ financial security while advancing your sales career in a fast-paced, supportive environment.
Responsibilities
- Engage with potential clients through outside sales efforts, including retail sales and telemarketing campaigns, to promote health and life insurance products.
- Conduct thorough needs analysis to identify client requirements and recommend suitable insurance plans.
- Negotiate policy terms and coverage options with clients to ensure mutual satisfaction and optimal protection.
- Build strong customer relationships by providing exceptional customer service, ongoing client communication, and benefits administration support.
- Maintain detailed records of client interactions using CRM systems and sales administration tools to track progress and follow-up activities.
- Stay informed about current insurance regulations, health insurance policies, property casualty insurance, and commercial insurance knowledge to ensure compliance and accurate advice.
- Collaborate with team members on analysis skills development, marketing strategies, and client outreach initiatives to maximize sales opportunities.
Qualifications
- Proven experience in outside sales, retail sales, or telemarketing within the insurance industry or related fields.
- Strong negotiation skills paired with excellent communication abilities in multiple languages; bilingual proficiency is a plus.
- Knowledge of health insurance, life insurance, property casualty insurance, and benefits administration is highly desirable.
- Familiarity with CRM systems such as Salesforce or similar platforms for managing client data effectively.
- Demonstrated customer relationship building skills combined with a passion for delivering outstanding customer service.
- Analysis skills to evaluate client needs accurately and tailor solutions accordingly.
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook) for documentation and reporting purposes.
- Understanding of insurance regulation standards to ensure compliance across all transactions.
Join us as a Health and Life Insurance Agent or a Financial Advisor where your enthusiasm for helping others meets your talent for sales! Be part of a vibrant team dedicated to protecting clients’ futures while growing your professional expertise in a rewarding environment that values your contributions every step of the way.
Pay: From $85,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Work from home
People with a criminal record are encouraged to apply
Work Location: Hybrid remote in Atlanta, GA 30331
Salary : $85,000