Insurance Sales Advisor (Field & Remote)

Wb Agency; Oxford (MS); Hybrid; USD 35,000 - 60,000; Full time

Job summary

Wb Agency in Oxford, MS is seeking an Insurance Agent to be the first point of contact with prospective clients. You will assess insurance needs, collect application information, and guide applicants through the process in line with company policies and underwriting guidelines.

The role combines fieldwork with remote/office work, and may require evening or weekend availability to accommodate client schedules. Strong communication, detail orientation, and CRM proficiency are essential.

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.
• Strong communication, presentation, and interpersonal skills.
• Detail-oriented with excellent organizational abilities.
• Proficient in using CRM software and digital applications for client management.

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

Client interviews

Communication skills

CRM proficiency

Organizational skills

Education

High school diploma or equivalent; bachelor’s degree preferred

Tools

CRM software

Job description

Wb Agency in Oxford, MS is seeking an Insurance Agent to be the first point of contact with prospective clients. You will assess insurance needs, collect application information, and guide applicants through the process in line with company policies and underwriting guidelines.

The role combines fieldwork with remote/office work, and may require evening or weekend availability to accommodate client schedules. Strong communication, detail orientation, and CRM proficiency are essential.