Hybrid Insurance Agent: Field & Office Meetings

WB Agency; Atlanta (GA); Hybrid; USD 40,000 - 60,000; Full time

Job summary

A leading insurance firm based in Atlanta, GA, is looking for an Insurance Agent to serve as the first point of contact for clients. This position involves gathering insurance needs, explaining products, and assisting with applications. Ideal candidates have a high school diploma or equivalent, strong interpersonal skills, and experience in insurance or financial services. Flexibility for client meetings is required.

Qualifications

• Prior experience in insurance sales, underwriting, or financial services is highly desirable.
• State insurance license (Life/Health) or ability to obtain one.

Responsibilities

• Conduct client interviews to gather personal, financial, and medical information for insurance applications.
• Explain insurance products, coverage options, and policy terms clearly.
• Assess potential risks influencing underwriting decisions.

Skills

Communication skills

Interpersonal skills

Organizational abilities

Detail-oriented

Proficient in CRM software

Education

High school diploma or equivalent

Bachelor’s degree preferred

Tools

CRM software

Job description

A leading insurance firm based in Atlanta, GA, is looking for an Insurance Agent to serve as the first point of contact for clients. This position involves gathering insurance needs, explaining products, and assisting with applications. Ideal candidates have a high school diploma or equivalent, strong interpersonal skills, and experience in insurance or financial services. Flexibility for client meetings is required.