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PR Financial
Dallas, TX | Full Time
$93k-137k (estimate)
10 Months Ago
New York Life DFW
Dallas, TX | Full Time
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AmTrust Financial
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Insurance Sales Agent
PR Financial Dallas, TX
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$93k-137k (estimate)
Full Time 10 Months Ago
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PR Financial is Hiring an Insurance Sales Agent Near Dallas, TX

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 client's lives excites you, start your application today.
Responsibilities
  • Manage electronic and paper records and ensure all contracting paperwork is kept current
  • Grow new business by generating a prospective customer base and advertise our insurance products via networking, asking for referrals, cold calling, and other marketing strategies
  • 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
  • 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
  • Aid policyholders with the insurance claims process while supervising the progress of current insurance claims
Qualifications
  • Customer service or experience as a sales representative are highly valued
  • Must have graduated high school or received GED, a Bachelor's degree is desired
  • Familiarity with the Microsoft Office suite
  • Background in the health insurance or life insurance industries preferred
  • Active Life & Health insurance license is a strong bonus
Compensation$85,000 -$150,000About 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.

Job Summary

JOB TYPE

Full Time

SALARY

$71k-100k (estimate)

POST DATE

05/01/2024

EXPIRATION DATE

05/19/2024

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The following is the career advancement route for Insurance Sales Agent positions, which can be used as a reference in future career path planning. As an Insurance Sales Agent, it can be promoted into senior positions as an Insurance Senior Broker that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Insurance Sales Agent. You can explore the career advancement for an Insurance Sales Agent below and select your interested title to get hiring information.

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If you are interested in becoming an Insurance Sales Agent, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become an Insurance Sales Agent for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Insurance Sales Agent job description and responsibilities

Agents are expected to be business-savvy and good negotiators.

02/23/2022: Elkhart, IN

An agent will process new accounts calculating payments and premiums.

01/02/2022: Rochester, MN

The agent provides clients with policy quotes from multiple companies to find the best policies and price.

02/03/2022: Columbia, SC

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Insurance Sales Agent jobs

Should have good verbal communication skills and bold nature.

02/21/2022: New Suffolk, NY

Pass The Exam and Get The License.

03/04/2022: Bakersfield, CA

Many job openings are likely to result from the need to replace agents who leave the occupation or retire.

01/15/2022: Santa Barbara, CA

Licensed agent should be very familiar with Property & Casualty and Personal Lines with a great extent of customer service working with diversity.

01/21/2022: Peoria, IL

Sales representatives who want to rise to management positions should have some business expertise.

12/11/2021: Rochester, NY

Step 3: View the best colleges and universities for Insurance Sales Agent.

Butler University
Carroll College
Cooper Union
High Point University
Princeton University
Providence College