Life Insurance Agent
The Valdez Group
Indianapolis, IN US
Posted ago
The Valdez Group

Looking for a chance to achieve new career heights on a dedicated, compassionate team of successful insurance agents? Our insurance agency is expanding and needs the help of a life insurance agent to grow our list of prospective clients and onboard new clients. Our ideal candidate is great with people, a naturally talented salesperson, and harbors incredible customer service skills and a passion for helping those in need. You’ll have an opportunity to help a thriving insurance team succeed and make a tangible difference in our clients' lives every day. If this sounds like a job you’d love, apply now!

Responsibilities
  • Ensure all contracting paperwork is up to date while maintaining databases, records, and bookkeeping
  • Determine new customers’ insurance needs, desires, insurance risk, prior coverage, and financial standing via booked consultations to ensure the best client experience possible
  • 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
  • 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
  • Assist current policyholders during the insurance claims process while overseeing existing insurance claims
Qualifications
  • Proficiency with Microsoft Office products
  • Previous health insurance or life insurance experience a plus
  • Strong interpersonal and communication skills are a must
  • Candidates must have a high school diploma or GED; a Bachelor’s degree is a plus
  • Active Life & Health insurance license is a strong bonus

  • Candidates with an active Life Insurance license or willingness to obtain - we help you
  • Enjoy talking to & helping & building professional relationships with Clients

Compensation
$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.

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