Insurance Sales Advisor — Field & Remote

WB Agency; Charlotte (NC); Hybrid; USD 40,000 - 60,000; Full time

Job summary

A leading insurance agency in Charlotte is seeking an Insurance Agent to be the first point of contact for prospective clients. You'll meet clients to assess their needs, collect application information, and guide them through the insurance process. Strong communication skills and a background in insurance sales are essential for success in this role. The position offers a combination of fieldwork and office-based work, with the potential for flexible hours.

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.

Responsibilities

• Conduct client interviews to gather information for insurance applications.
• Explain insurance products and policy terms clearly and accurately.
• Assess potential risks influencing underwriting decisions.
• Complete applications in compliance with company policies.

Skills

Strong communication skills

Detail-oriented

Organizational abilities

Interpersonal skills

Proficient in CRM software

Education

High school diploma or equivalent

Bachelor’s degree

Tools

CRM software

Job description

A leading insurance agency in Charlotte is seeking an Insurance Agent to be the first point of contact for prospective clients. You'll meet clients to assess their needs, collect application information, and guide them through the insurance process. Strong communication skills and a background in insurance sales are essential for success in this role. The position offers a combination of fieldwork and office-based work, with the potential for flexible hours.