Life and Health Insurance Agent
UniTrust Financial Group
Posted ago
UniTrust Financial Group
Our rapidly-expanding insurance agency is looking for a full-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 policyholders navigate the claims process. We’ll provide the support network and resources to help you reach - and exceed - your sales goals. If you have a strong drive to succeed, great communication skills, and outstanding customer service skills, we’d love to hear from you. Apply today!
  • 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.

$131,000 - $147,000 yearly
About UniTrust Financial Group

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.

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