Life Insurance Agent
Job Description

Life Insurance Agent Job Description

Life Insurance Agent Job Overview

A life insurance agent sells policies that are paid out to beneficiaries upon the insured’s death. They are responsible for marketing and selling to potential clients, generating a list of qualified leads using social media, referrals, and other outreach tactics, determining the best policy fit for new clients, and navigating current policyholders through the claims process. A life insurance agent will schedule meetings to consult with new clients, field inquiries from both prospective and current clients, and ensure all digital and physical paperwork is current, filed, and organized. They may be employed as captive agents, working exclusively for one insurance company, or they may work independently, selling policies for several insurance companies.

Life Insurance Agent Job Template

Life Insurance Agent Job Summary

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!


Ashburn, VA

Life Insurance Agent Responsibilities

  • Develop a prospective customer base and advertise our insurance products through referrals, cold calling, networking, and other marketing strategies to secure new business
  • 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
  • Assist current policyholders during the insurance claims process while overseeing existing insurance claims
  • Manage electronic and paper records and ensure all contracting paperwork is kept current

Life Insurance Agent Qualifications

  • High school diploma or equivalent required; Bachelor’s degree preferred
  • Active Life & Health insurance license is a strong bonus
  • Previous health insurance or life insurance experience a plus
  • Previous customer service or experience as a sales representative preferred
  • Proficiency with Microsoft Office products
  • Possesses outstanding interpersonal and communication skills

Life Insurance Agent Compensation

$57,356 (National Average)


Industry Tested

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High Quality

This template attracts 30% more quality candidates at 1/10 of the average cost per hire.


DISC Optimized

This template has been written for the ideal life insurance agent's personality type.

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