Insurance Sales Advisor — Field & Remote

WB Agency; Tallahassee (FL); Hybrid; USD 40,000 - 60,000; Full time

Job summary

A leading insurance provider in Tallahassee is seeking an Insurance Agent to serve as the first point of contact for prospective clients. You will conduct client interviews, gather essential information, and guide clients through the insurance application process. Ideal candidates will have strong communication skills and previous experience in insurance sales. A state insurance license is preferred.

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 applications.
• Explain insurance products, coverage options, and policy terms clearly.
• Complete and submit applications in compliance with company policies.

Skills

Communication skills

Detail-oriented

Organizational abilities

Interpersonal skills

Education

High school diploma or equivalent; bachelor's degree preferred

Tools

CRM software

Job description

A leading insurance provider in Tallahassee is seeking an Insurance Agent to serve as the first point of contact for prospective clients. You will conduct client interviews, gather essential information, and guide clients through the insurance application process. Ideal candidates will have strong communication skills and previous experience in insurance sales. A state insurance license is preferred.