We are seeking a motivated insurance agent with an ambitious spirit to identify and convert sales leads for insurance policies while overseeing a robust portfolio of clients. The successful candidate will have served in a related insurance industry role in which he or she cultivated a pool of prospective clients through referrals, networking, cold calls, marketing initiatives, and other proactive sales strategies. If you are an enthusiastic, intuitive, and organized professional who thrives in a multifaceted role, this opportunity is for you! We’ll provide you with the training, mentoring, and support you need to take the next step in your career. If this sounds like you, apply today! Growth mentality is key to be successful in this business.

• Maintain and grow existing portfolios by developing and implementing effective and attentive sales strategies that cultivate long-term customer loyalty
• Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements, and monitor insurance claims to ensure mutual satisfaction
• Ensure bookkeeping systems, sales databases, and customer records are maintained to report progress toward monthly initiatives to stakeholders
• Create tailored risk management strategies directly with clients that align with their risk profiles
• Set meetings with new and potential clients to listen to their needs, taking into account their financial statuses and stage-of-life priorities, and present insurance plan options tailored to their individual circumstances

• Some computer skills with ability to use Microsoft Office is required
• Proficiency with accounting or sales-related software is helpful
• Bachelor’s degree preferred; high school diploma required
• Superb analytical, interpersonal communication, and customer service skills are needed to succeed in this role
• Job seekers must have an insurance license

Our mission is to build an independent insurance agency to help families and individuals to get affordable terms or final expense insurance to effectively protect the financial well-being of the insured (through living benefits) or the surviving family (through tax-free death benefits). On the one hand, we will accomplish this through proven cutting-edge online technologies, such as lead generation advantage, online or in-house appointment sales, nationwide sales, insurance toolkits, e-apps, simplified closing apps, etc. On the other hand, we will regularly hire, train and promote motivated individuals to do likewise, which is selling the most appropriate policies according to the comfortable price level of the clients, and hire and train others to reproduce the business model for sustainable personal income, job satisfaction and societal contributions.