Insurance Sales Advisor — Field & Remote

WB Agency; Chattanooga (TN); Hybrid; USD 40,000 - 60,000; Full time

Job summary

A leading insurance provider in Chattanooga, TN, is seeking an Insurance Agent to serve as the first point of contact for clients. The role involves conducting client interviews, explaining insurance products, and assessing risks. Ideal candidates should have excellent communication and organizational skills, with a high school diploma or equivalent; prior insurance experience is preferred. A combination of fieldwork and remote work is expected.

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 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

Communication skills

Presentation skills

Interpersonal skills

Detail-oriented

Organizational abilities

Proficient in CRM software

Education

High school diploma or equivalent

Bachelor’s degree preferred

Tools

CRM software

Job description

A leading insurance provider in Chattanooga, TN, is seeking an Insurance Agent to serve as the first point of contact for clients. The role involves conducting client interviews, explaining insurance products, and assessing risks. Ideal candidates should have excellent communication and organizational skills, with a high school diploma or equivalent; prior insurance experience is preferred. A combination of fieldwork and remote work is expected.