Insurance Sales Advisor - Client-Focused, Hybrid Role

Wb Agency; Clarksville (TN); Hybrid; USD 45,000 - 65,000; Full time

Job summary

Wb Agency in Clarksville, TN is seeking an Insurance Agent to be the first point of contact for prospective clients, assessing insurance needs and guiding applications through underwriting.

You will conduct client interviews, explain products, coordinate with underwriting, and maintain confidential records while staying current with industry guidelines.

This role blends field meetings with remote/office work and may require evening or weekend availability.

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

Strong communication & interpersonal

Presentation

Organizational skills

CRM proficiency

Education

High school diploma or equivalent; bachelor’s degree preferred

State insurance license (Life/Health) or ability to obtain one

Job description

Wb Agency in Clarksville, TN is seeking an Insurance Agent to be the first point of contact for prospective clients, assessing insurance needs and guiding applications through underwriting.

You will conduct client interviews, explain products, coordinate with underwriting, and maintain confidential records while staying current with industry guidelines.

This role blends field meetings with remote/office work and may require evening or weekend availability.