The Valdez 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!
- Provide warm and professional customer service while onboarding new clients and maintain existing clients, including booking appointments, inquiry response, insurance eligibility, claim submissions questions concerning billing and insurance policies
- Identify new client insurance needs, insurance risk, goals, current coverage, and financial situation by scheduling meetings for new customers, ensuring a personalized experience
- Develop a prospective customer base and advertise our insurance products through referrals, cold calling, networking, and other marketing strategies to secure new business
- Process current policyholders’ insurance claims while monitoring the status of existing insurance claims
- Maintain databases, records, and bookkeeping, ensuring all paperwork is up to date
- Candidates must have a high school diploma or GED; a Bachelor’s degree is a plus
- Background in the health insurance or life insurance industries preferred
- Familiarity with the Microsoft Office suite
- Previous customer service or experience as a sales representative preferred
- Candidates with an active Life & Health insurance license are strongly preferred
- Candidates with an active Life Insurance license or willingness to obtain - we help you
- Enjoy talking to & helping & building professional relationships with Clients
$125,000+ at plan
About The Valdez Group
Our passion is serving - clients & our teammates! Our industry is Life Insurance. We have a simple two-part mission. First, 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 can be 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.
Second, we are building a world-class Team that desires to own their own business either part-time or full-time. We share our proven platform that sky-rockets their business toward their own defined financial freedom.