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.
- Aid policyholders with the insurance claims process while supervising the progress of current insurance claims
- Identify new client insurance needs, insurance risk, goals, current coverage, and financial situation by scheduling meetings for new customers, ensuring a personalized experience
- 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
- Ensure all contracting paperwork is up to date while maintaining databases, records, and bookkeeping
- Address existing and prospective customer requests in a prompt and friendly matter, including booking new meetings and responding to inquiries regarding billing, eligibility, coverage, claims, and insurance policies
- Familiarity with the Microsoft Office suite
- Must have graduated high school or received GED, a Bachelor’s degree is desired
- Previous customer service or experience as a sales representative preferred
- Background in the health insurance or life insurance industries preferred
- Excellent verbal and written communication skills required
- 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.