Hybrid Insurance Sales Advisor — Client-Focused & Growth

Prt Financial; Raleigh (NC); Hybrid; USD 42,000 - 64,000; Full time

Job summary

Prt Financial seeks an Insurance Agent to be the first contact with prospective clients in Raleigh, NC. You will assess insurance needs, collect application information, and guide applicants through the underwriting process in line with company policies.

Responsibilities include conducting in-person client meetings, explaining products and terms, completing applications accurately, and staying current with underwriting guidelines and industry trends to support quality service.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Client interviews

CRM software

Communication skills

Organizational skills

Education

High school diploma

Bachelor's degree preferred

Job description

Prt Financial seeks an Insurance Agent to be the first contact with prospective clients in Raleigh, NC. You will assess insurance needs, collect application information, and guide applicants through the underwriting process in line with company policies.

Responsibilities include conducting in-person client meetings, explaining products and terms, completing applications accurately, and staying current with underwriting guidelines and industry trends to support quality service.