The Valdez Group
Our rapidly-expanding insurance agency is looking for a full-time (& part-time) life insurance agent to join our team! You’ll grow a list of prospective clients, market our insurance products, showcase our offerings to new customers, and help clients & families navigate their options. We’ll provide the support network, training, and resources to help you reach - and exceed - your sales goals. If you have a strong drive to succeed & help others, great communication skills, & outstanding customer service skills, we’d love to hear from you. We are confident that you will be impressed with our opportunity, our team, & our leadership once you speak with us. Apply today!
- Onboard incoming and retain existing clients via a variety of customer service tasks, such as appointment booking, in-house or virtually, and responding to inquiries regarding billing, coverage, eligibility, and insurance policies
- Ensure all contracting paperwork is up to date while maintaining databases, records, and bookkeeping
- 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
- Expand our prospective customer base and market our insurance products via, networking, referrals, and various marketing strategies to bring in new business
- Attend weekly training calls/strategy calls to improve & grow your skills
- Help others do the same by sharing experiences
- No cold calling
- Expand income potential with annual reviews
- Leads available
- Proficiency with Microsoft Office products
- Must have graduated high school or received GED, a Bachelor’s degree is a plus
- Candidates with an active Life Insurance license or willingness to obtain -(we will help you)
- Must possess a genuine desire to assist clients & navigate their options
- Participate in the training calls to improve & grow your talent & skill
- Be interested in being part of a great, successful team
- Be passionate about helping others (clients & teammates)
- Enjoy making a difference!!
$125,000+ at plan
About The Valdez Group
Our passion is serving - both our clients & our teammates!
Our industry is Life Insurance. We help people across the country find the financial solutions they need to protect their families & their futures. We have partnered with Industry-leading Carriers/Insurance Companies to provide our team with a portfolio of products they are proud to offer their clients.
We follow up with families that have requested assistance and work with them to create a solution that best fits their needs and budget.