What are the responsibilities and job description for the Life Insurance Agent position at P.R. Financial?
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:
$55,000 at plan commission
Responsibilities:- 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
- Develop a prospective customer base and advertise our insurance products through referrals, cold calling, networking, and other marketing strategies to secure new business
- Process current policyholders’ insurance claims while monitoring the status of existing insurance claims
- Determine new customers’ insurance needs, desires, insurance risk, prior coverage, and financial standing via booked consultations to ensure the best client experience possible
- Ensure all contracting paperwork is up to date while maintaining databases, records, and bookkeeping
- Skilled with Microsoft Office
- High school diploma or equivalent required; Bachelor’s degree preferred
- Strong interpersonal and communication skills are a must
- Customer service or experience as a sales representative are highly valued
- Prior health insurance or life insurance experience a bonus
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. We would love for you to join us!
Salary : $55,000 - $0
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