The Valdez Group
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, start your application today.
- Determine new customers’ insurance needs, desires, insurance risk, prior coverage, and financial standing via booked consultations to ensure the best client experience possible
- 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
- 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
- Develop a prospective customer base and advertise our insurance products through referrals, cold calling, networking, and other marketing strategies to secure new business
- Client service experience as a sales representative a plus
- Candidates must have a high school diploma or GED; a Bachelor’s degree is a plus
- Excellent verbal and written communication skills required
- Familiarity with the Microsoft Office suite
- 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.