Insurance Sales Agent — Remote/Field Roles

Prt Financial; Bowling Green (KY); Hybrid; USD 45,000 - 65,000; Full time

Job summary

Prt Financial seeks an Insurance Agent to be the primary contact for prospective clients, assessing needs, collecting application information, and guiding applicants through the process in line with underwriting guidelines. You will conduct in-person meetings, explain products and policy terms, and coordinate with underwriting to resolve questions.

The role requires a high school diploma (bachelor’s preferred) and a Life/Health license or the ability to obtain one.

Qualifications

• High school diploma or equivalent; bachelor’s degree preferred.
• Experience in insurance sales, underwriting, or financial services preferred.
• State Life/Health license or ability to obtain one.
• Strong communication and interpersonal skills.
• Detail-oriented with excellent organizational abilities.
• Proficient with CRM software and digital tools.

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 underwriting 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

Interpersonal skills

Presentation skills

Detail-oriented

Organizational skills

Education

High school diploma or equivalent; bachelor’s degree preferred

State Life/Health license or ability to obtain one

Tools

CRM software

Digital applications

Job description

Prt Financial seeks an Insurance Agent to be the primary contact for prospective clients, assessing needs, collecting application information, and guiding applicants through the process in line with underwriting guidelines. You will conduct in-person meetings, explain products and policy terms, and coordinate with underwriting to resolve questions.

The role requires a high school diploma (bachelor’s preferred) and a Life/Health license or the ability to obtain one.