Insurance Sales Advisor — Field & Remote

Prt Financial; Nashville (TN); Hybrid; USD 55,000 - 85,000; Full time

Job summary

Prt Financial is seeking an Insurance Agent in Nashville to meet with clients, assess needs, and guide them through the insurance process. You will collect information, present coverage options, and ensure applications are complete and accurate.

Responsibilities include coordinating with underwriting, maintaining confidential records, and staying updated on industry trends and product updates. Evening or weekend availability may be required to accommodate client schedules.

Qualifications

• High school diploma or equivalent; bachelor’s degree preferred.
• State insurance license (Life/Health) or ability to obtain one.
• Experience in insurance sales, underwriting, or financial services is desirable.
• Strong communication, presentation, and interpersonal skills.

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 skills

CRM proficiency

Education

High school diploma or equivalent

Bachelor’s degree preferred

Tools

CRM software

Digital applications

Job description

Prt Financial is seeking an Insurance Agent in Nashville to meet with clients, assess needs, and guide them through the insurance process. You will collect information, present coverage options, and ensure applications are complete and accurate.

Responsibilities include coordinating with underwriting, maintaining confidential records, and staying updated on industry trends and product updates. Evening or weekend availability may be required to accommodate client schedules.