About the role

  • Conduct client interviews to gather personal, financial, and medical information for insurance applications.
  • Explain insurance products, coverage options, and policy terms clearly and accurately.
  • Assess potential risks and identify factors that may influence underwriting decisions.
  • Complete and submit applications in compliance with company policies and industry regulations.
  • Act as a liaison between clients and the underwriting department to resolve questions or obtain additional information.
  • Maintain accurate and confidential client records.
  • Stay informed about industry trends, underwriting guidelines, and product updates.

Requirements

  • High school diploma or equivalent; bachelor’s degree preferred.
  • Prior experience in insurance sales, underwriting, or financial services is highly desirable.
  • State insurance license (Life/Health) or ability to obtain one.
  • Strong communication, presentation, and interpersonal skills.
  • Detail-oriented with excellent organizational abilities.
  • Proficient in using CRM software and digital applications for client management.

Job title

Sales Agent, Insurance

Job type

Experience level

Mid levelSenior

Salary

$70,000 - $100,000 per year

Degree requirement

High School Diploma

Location requirements

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