Insurance Sales Advisor | In-Person Client Meetings

Wb Agency; Jackson (MS); Hybrid; USD 35,000 - 55,000; Full time

Job summary

Wb Agency is seeking an Insurance Agent to be the first point of contact for prospective clients, meeting with individuals to assess insurance needs, collect application information, and guide them through underwriting and product options. The role combines field meetings with some remote/office work, requiring flexibility to accommodate client schedules.

Ideal candidates hold a high school diploma (Bachelor’s preferred) and have prior insurance or financial services experience, along with a

Qualifications

• Strong sales background and ability to assess client needs.
• Clear communication of insurance products, coverage, and terms.
• Ability to gather accurate personal, financial, and medical information.

Responsibilities

• Conduct client interviews to gather information for applications.
• Explain insurance products and policy terms clearly.
• Assess risks impacting underwriting decisions.
• Submit applications in compliance with policies and regulations.
• Coordinate with underwriting to obtain information.
• Maintain confidential client records.
• Stay informed about industry trends and product updates.

Skills

Sales experience

Communication 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

Wb Agency is seeking an Insurance Agent to be the first point of contact for prospective clients, meeting with individuals to assess insurance needs, collect application information, and guide them through underwriting and product options. The role combines field meetings with some remote/office work, requiring flexibility to accommodate client schedules.

Ideal candidates hold a high school diploma (Bachelor’s preferred) and have prior insurance or financial services experience, along with a