Insurance Agent

Trinity Wealth Group, LLC; Manalapan Township (NJ); Hybrid; USD 45,000 - 90,000; Full time

Job summary

Trinity Wealth Group, LLC in Manalapan, NJ seeks a full-time Insurance Agent for a hybrid role combining in-office and remote work. You will consult with clients on life, health, Medicare Supplement, and property & casualty coverage, generate leads, prepare quotes, and manage applications, underwriting, and renewals while building long-term relationships.

You will collaborate with wealth management and insurance teams to deliver integrated solutions and drive business growth with a client-first

Qualifications

• Strong insurance expertise with clear explanations of coverage options.
• Proven sales skills: prospecting, qualifying leads, closing ethically.
• Solid understanding of finance to discuss risk, premiums, and planning.
• Excellent customer service, responsiveness, relationship-building, retention.
• Licensed in NJ or able to obtain licenses within defined timeframe.
• Comfort with hybrid work, time management and self-direction for home work.
• Strong communication, interpersonal and problem-solving abilities, with documentation and compliance.
• Prior experience in an insurance agency, brokerage, or financial services environment preferred.

Responsibilities

• Generate and follow up on leads and requests for quotes.
• Prepare quotes and present insurance solutions to clients.
• Manage application and underwriting processes.
• Maintain ongoing client relationships and handle policy reviews/ renewals.
• Respond to inquiries and provide proactive customer service.
• Collaborate with wealth management and insurance brokerage teams to support integrated solutions.

Skills

Insurance sales

Lead generation

Customer service

Communication

Documentation/compliance

Education

Life & Health license

Property & Casualty license

Job description

Company Description Trinity Wealth Group, LLC delivers personalized financial guidance to individuals, families, and business owners through three core areas: Wealth Management, Life & Health Insurance (including Medicare Supplement solutions), and Property & Casualty Insurance. The firm focuses on helping clients organize, protect, and plan for what matters most with clear, straightforward advice. Team members work in an environment that values responsive service and long-term relationships. Integrity, respect, and client-centered solutions are central to the company’s culture, making it a strong fit for professionals who prioritize trust and reliability.

Role Description This full-time Insurance Agent role is a hybrid position based in Manalapan, NJ, with a mix of in-office work and some work-from-home flexibility. The Insurance Agent will consult with prospective and existing clients to assess their needs across life, health, Medicare Supplement, and property & casualty insurance, and recommend appropriate coverage options. Day-to-day responsibilities include generating and following up on leads, preparing quotes, presenting insurance solutions, and managing application and underwriting processes. The role also involves maintaining ongoing client relationships, handling policy reviews and renewals, responding to inquiries, and providing proactive customer service. The Insurance Agent will collaborate with colleagues in wealth management and insurance brokerage to support integrated financial solutions and contribute to business growth.

Qualifications

• Strong insurance expertise, including Insurance and Insurance Brokerage, with the ability to explain complex coverage options in clear terms.
• Proven Insurance Sales skills, with experience prospecting, qualifying leads, and closing new business ethically and consistently.
• Solid understanding of Finance to support discussions on risk management, premiums, and how insurance fits into broader financial plans.
• Excellent Customer Service skills, with a focus on responsiveness, relationship-building, and client retention.
• Relevant insurance licenses for New Jersey (such as Life & Health and Property & Casualty), or ability to obtain them within a defined timeframe.
• Comfort with hybrid work arrangements, including effective time management and self-direction when working from home.
• Strong communication, interpersonal, and problem-solving abilities, with attention to detail in documentation and compliance.
• Prior experience in an insurance agency, brokerage, or financial services environment is preferred.
• High level of integrity, professionalism, and commitment to non-discriminatory, client-first practices.