Insurance Sales Advisor — Field & Remote

WB Agency; Louisville (KY); Hybrid; USD 40,000 - 65,000; Full time

Job summary

A local insurance firm in Louisville is looking for an Insurance Agent to serve as the first point of contact with clients. This role involves conducting interviews, assessing clients' insurance needs, and guiding them through the application process, ensuring adherence to underwriting guidelines. Candidates must have strong communication skills and a high school diploma, with previous experience in insurance preferred. The position offers a combination of fieldwork and remote work.

Qualifications

• High school diploma or equivalent; bachelor’s degree preferred.
• Prior experience in insurance sales or financial services is highly desirable.
• State insurance license (Life/Health) or ability to obtain one.

Responsibilities

• Conduct client interviews to gather personal and financial information.
• Explain insurance products and policy terms clearly.
• Assess potential risks for underwriting decisions.

Skills

Strong communication

Detail-oriented

Organizational abilities

Interpersonal skills

Education

High school diploma

Bachelor’s degree (preferred)

Tools

CRM software

Job description

A local insurance firm in Louisville is looking for an Insurance Agent to serve as the first point of contact with clients. This role involves conducting interviews, assessing clients' insurance needs, and guiding them through the application process, ensuring adherence to underwriting guidelines. Candidates must have strong communication skills and a high school diploma, with previous experience in insurance preferred. The position offers a combination of fieldwork and remote work.