• 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
• Process current policyholders’ insurance claims while monitoring the status of existing insurance claims
• Manage electronic and paper records and ensure all contracting paperwork is kept current
• Identify new client insurance needs, insurance risk, goals, current coverage, and financial situation by scheduling meetings for new customers, ensuring a personalized experience
• Onboard incoming and retain existing clients via a variety of customer service tasks, such as appointment booking, and responding to inquiries regarding billing, coverage, eligibility, and insurance policies

• Utilize your life insurance knowledge and expertise to educate clients on the importance of life insurance and recommend suitable coverage options.
• Conduct thorough needs assessments to understand clients' financial goals, family dynamics, and risk tolerance.
• Present and explain life insurance policies to clients, highlighting the benefits, features, and costs associated with different options.
• Collaborate with underwriters to facilitate the application process, ensuring accuracy and efficiency.
• Build and maintain strong relationships with clients, providing ongoing support and assistance throughout the policy lifecycle.
• Stay up to date with industry trends, regulatory changes, and product knowledge to deliver the highest level of service and advice to clients.
• Meet or exceed sales targets by actively prospecting and generating leads through networking, referrals, and other marketing strategies.
• Maintain accurate records of client interactions, policies, and sales activities in CRM systems.
• Adhere to industry regulations and ethical guidelines while promoting a positive and professional image of Unitrust Financial Group.

• Current Life & Health insurance license is greatly valued
• Excellent verbal and written communication skills required
• Must have graduated high school or received GED, a Bachelor’s degree is desired
• Customer service or experience as a sales representative are highly valued
• Skilled with Microsoft Office

• Valid Life Insurance Agent license in the relevant state(s).
• Proven experience as a licensed life insurance agent, with a strong track record of sales success.
• In-depth knowledge of various life insurance products, including term life, whole life, and universal life.
• Excellent communication, presentation, and interpersonal skills, with the ability to build rapport and establish trust with clients.
• Strong customer service orientation and a genuine desire to help individuals and families protect their financial well-being.
• Self-motivated and target-driven, with the ability to work independently and remotely.
• Proficiency in using insurance quoting tools, CRM software, and other relevant sales technologies.
• High level of integrity, professionalism, and ethical conduct.

Join our team at Unitrust Financial Group and lead a high-performing sales team to drive growth and achieve sales objectives within your assigned district. Apply now and be part of an organization committed to providing exceptional financial solutions and services.