Insurance Sales Advisor — Field & Remote

WB Agency; Bowling Green (KY); Hybrid; USD 35,000 - 55,000; Full time

Job summary

An insurance agency in Kentucky is seeking an Insurance Agent to serve as the first point of contact with clients. You will gather personal and financial information, assess risks, and guide clients through the insurance application process. A high school diploma is required; a bachelor's degree and insurance experience are preferred. Strong communication and detail-oriented skills are essential. This role involves both fieldwork and potential remote/office work, with flexibility for evening or weekend hours.

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.
• Explain insurance products, coverage options, and policy terms.
• Assess potential risks influencing underwriting decisions.
• Complete and submit applications in compliance with policies.
• Act as a liaison between clients and the underwriting department.
• Maintain accurate and confidential client records.
• Stay informed about industry trends and product updates.

Skills

Strong communication skills

Presentation skills

Interpersonal skills

Detail-oriented

Organizational abilities

Education

High school diploma or equivalent

Bachelor’s degree

Tools

CRM software

Digital applications

Job description

An insurance agency in Kentucky is seeking an Insurance Agent to serve as the first point of contact with clients. You will gather personal and financial information, assess risks, and guide clients through the insurance application process. A high school diploma is required; a bachelor's degree and insurance experience are preferred. Strong communication and detail-oriented skills are essential. This role involves both fieldwork and potential remote/office work, with flexibility for evening or weekend hours.