Insurance Sales Advisor — Field & Remote

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

Job summary

A reputable insurance company is seeking an Insurance Agent to be the primary point of contact for prospective clients. The role includes conducting client interviews, explaining insurance products, and assessing risks. Candidates should have a high school diploma or equivalent, with prior experience in insurance sales or related fields preferred. Strong communication and organizational skills are essential for success in this position, which combines fieldwork and office-based tasks.

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.
• Liaise between clients and the underwriting department to resolve questions.

Skills

Strong communication skills

Interpersonal skills

Detail-oriented

Organizational abilities

Proficient in CRM software

Education

High school diploma or equivalent; bachelor's degree preferred

Job description

A reputable insurance company is seeking an Insurance Agent to be the primary point of contact for prospective clients. The role includes conducting client interviews, explaining insurance products, and assessing risks. Candidates should have a high school diploma or equivalent, with prior experience in insurance sales or related fields preferred. Strong communication and organizational skills are essential for success in this position, which combines fieldwork and office-based tasks.