Life & Health Insurance Agent

C&G Consulting Group
Charlotte, NC Full Time
POSTED ON 3/24/2024 CLOSED ON 4/22/2024

What are the responsibilities and job description for the Life & Health Insurance Agent position at C&G Consulting Group?

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!Compensation:

$120,000 at plan commission

Responsibilities:
  • Manage electronic and paper records and ensure all contracting paperwork is kept current
  • 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
  • Assist current policyholders during the insurance claims process while overseeing existing insurance claims
  • 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

  • Serve as an attentive listener when communicating with new and potential clients in order to accurately identify their unique needs prior to pursuing specific insurance sales
  • Collaborate with policyholders to develop insurance risk management and other profiles that specify the best policies for their evolving insurance needs
  • Scheduling appointments utilizing warm leads
  • Commission Based

Qualifications:
  • Current Life & Health insurance license is greatly valued
  • Strong interpersonal and communication skills are a must
  • High school diploma or equivalent required; Bachelor’s degree preferred
  • Previous customer service or experience as a sales representative preferred

  • Willingness to learn about the insurance industry, insurance programs, and state and federal regulations that may impact policyholders
  • Valid insurance license required Or Willingness To Obtain
  • If unlicensed, the agency will assist in bringing you through the licensing process and pay for your pre-licensing course

About Company


Our agency is looking to bring on multiple new agents with exceptional customer service experience to become a part of our independent insurance agency. Our award-winning agency focuses on putting our clients first—we represent the top carriers in the industry—this means we can get each client the best product for their needs! As an insurance producer, you will assist prospective and existing customers to ensure their families are protected when they need it most.


  • Remote-Hybrid (virtual or in-person)
  • Commission based
  • Free Training including the pre-licensing course
  • Qualified Leads are generated through 3rd party vendors
  • All clients and commissions are vested from Day 1
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For Employer
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