Insurance Sales & Client Advisor (Remote/Field)

Prt Financial; Memphis (TN); Hybrid; USD 40,000 - 60,000; Full time

Job summary

Prt Financial is seeking an Insurance Agent in Memphis to serve as the first contact for clients, assessing insurance needs and guiding applicants through the process in line with underwriting guidelines. The role combines field meetings and office work, requiring strong communication and CRM proficiency, and may involve evening or weekend hours to accommodate client schedules.

Prior insurance experience is preferred.

Qualifications

• High school diploma or equivalent; bachelor’s degree preferred.
• 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.

Job description

Prt Financial is seeking an Insurance Agent in Memphis to serve as the first contact for clients, assessing insurance needs and guiding applicants through the process in line with underwriting guidelines. The role combines field meetings and office work, requiring strong communication and CRM proficiency, and may involve evening or weekend hours to accommodate client schedules.

Prior insurance experience is preferred.