Licensed Life Insurance Agent
Center For Wealth Preservation
Hauppauge, NY US
Posted ago
Center For Wealth Preservation

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, we’d love to get in touch.

Responsibilities
  • Identify new client insurance needs, insurance risk, goals, current coverage, and financial situation by scheduling meetings for new customers, ensuring a personalized experience
  • Assist current policyholders during the insurance claims process while overseeing existing insurance claims
  • Manage electronic and paper records and ensure all contracting paperwork is kept current
  • Address existing and prospective customer requests in a prompt and friendly matter, including booking new meetings and responding to inquiries regarding billing, eligibility, coverage, claims, 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
Qualifications
  • Skilled with Microsoft Office
  • Possesses outstanding interpersonal and communication skills
  • Candidates with an active Life & Health insurance license are strongly preferred
  • Prior health insurance or life insurance experience a bonus
  • Candidates must have a high school diploma or GED; a Bachelor’s degree is a plus
Compensation
$50,000 - $60,000 yearly
About Center For Wealth Preservation

The Center for Wealth Preservation was founded with the mission of assisting clients in every aspect of their financial lives. We provide the most comprehensive and personal service available, thus earning a reputation for excellence in our industry. For each client, we strive to help create financial stability and security for a life of greater confidence, choice, and freedom. Our Financial Services Professionals take pride in their credibility as trusted business professionals who help others.

We have 5 areas of practice specialization:


  • Business Solutions
  • Education Planning
  • Estate Planning
  • Retirement Planning
  • Special Needs Planning

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