What are the responsibilities and job description for the Insurance Sales Agent position at PR Financial?
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.
Salary : $85,000 - $150,000
