Hybrid Insurance Sales Agent & Client Advisor

Wb Agency; Florence (AL); Hybrid; USD 35,000 - 65,000; Full time

Job summary

Wb Agency is seeking an Insurance Agent to serve as the first point of contact for prospective clients, assessing their insurance needs and guiding them through the application process. The role involves in-person meetings, ensuring complete and accurate applications, and aligning with underwriting guidelines.

The position requires strong communication, interpersonal skills, and experience in insurance sales or financial services.

Qualifications

• High school diploma or equivalent; bachelor’s degree preferred.
• State life/health license or ability to obtain one.
• Strong communication, presentation, and interpersonal skills.
• Detail-oriented with excellent organizational abilities.
• Proficient with CRM software and digital client-management tools.

Responsibilities

• Interview clients to gather personal, financial, and medical information for applications.
• Explain products, coverage options, and policy terms clearly.
• Assess risks and factors affecting underwriting decisions.
• Complete and submit applications per policies and regulations.
• Act as liaison with underwriting to resolve questions or obtain information.
• Maintain confidential client records.
• Stay informed about industry trends and product updates.

Skills

Communication skills

Interpersonal skills

Detail-oriented

CRM proficiency

Education

HS diploma

Bachelor’s degree preferred

Tools

CRM software

Job description

Wb Agency is seeking an Insurance Agent to serve as the first point of contact for prospective clients, assessing their insurance needs and guiding them through the application process. The role involves in-person meetings, ensuring complete and accurate applications, and aligning with underwriting guidelines.

The position requires strong communication, interpersonal skills, and experience in insurance sales or financial services.