Insurance Sales Advisor — Field & Remote

WB Agency; Raleigh (NC); Hybrid; USD 40,000 - 60,000; Full time

Job summary

A leading insurance firm in North Carolina is seeking an Insurance Agent to assess client insurance needs, conduct meetings, and guide clients through the application process. Candidates should possess strong communication skills, relevant sales experience, and the ability to obtain a state insurance license. The role offers a combination of field and office work, often requiring flexibility in schedules.

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.

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.

Skills

Strong communication skills

Interpersonal skills

Detail-oriented

Organizational abilities

Education

High school diploma or equivalent

Bachelor’s degree

Tools

CRM software

Job description

A leading insurance firm in North Carolina is seeking an Insurance Agent to assess client insurance needs, conduct meetings, and guide clients through the application process. Candidates should possess strong communication skills, relevant sales experience, and the ability to obtain a state insurance license. The role offers a combination of field and office work, often requiring flexibility in schedules.