Licensed Insurance Agents

Alchemy Financial Group; United States; On-site; USD 40,000 - 70,000; Full time

Job summary

A leading marketing organization in financial services is seeking a dedicated Insurance Agent to manage client interactions and business development activities. Join a culture that emphasizes partnership and growth, where agents are supported and encouraged to develop effective strategies and strong client relationships.

Qualifications

• Life/Health Insurance License preferred, but not required.
• Experience with major types of insurance plans is a plus.
• Good knowledge of computers essential.

Responsibilities

• Interact face-to-face with clients to assess their needs.
• Develop marketing strategies to promote insurance plans.
• Review insurance claims to ensure fairness.

Skills

Client-focused solutions

Sales skills

Communication

Presentation skills

Networking

Education

High School Diploma/GED

Certifications/Degree

Tools

Statistical methods

Job description

Licensed Life Insurance Descriptions

Our company is an independent marketing organization (IMO) in the financial services industry, specifically in the insurance marketplace. We serve clients by acting as their independent advisor and broker for products in life insurance, health insurance, retirement, annuities, Medicare, senior benefits, and more. We are remaking the industry for agents by agents. Each agent owns their book of business. We would love for you to join us!

Our approach is simple. We believe in our people, provide them a platform, train them to be great, mentor them into maturity, and cheer them on the way to becoming our partners. We want partners, not employees.

About the Life Insurance Agent position

We are looking for a skilled individual to join our team and help us manage our business development activities. Your duties will include finding new clients as well as promoting and selling the company's insurance plans. We expect you to efficiently build and maintain long-term relationships to ensure the stability of the company's revenues and growth.

Insurance Agent responsibilities include:

1. Face-to-face interactions with clients
2. Consult clients about risk management strategies
3. Develop effective marketing strategies to sell insurance plans to current or new clients
4. Explore the needs of business or individual customers and propose suitable plans or services
5. Find opportunities and build relationships with potential customers using networking, cold calling, and other methods
6. Review insurance claims to ensure fair dealing and satisfaction
7. Prepare regular reviews of progress and present them to interested parties
8. Organize bookkeeping systems, databases, and records
9. Meet goals in finding new clients and selling insurance products and services
10. Stay informed about market trends and updates in insurance products and services
11. Follow company policies and ensure compliance with applicable legal requirements

Insurance Agent requirements include:

1. Life/Health Insurance License preferred, but not required
2. Good experience in providing client-focused solutions and building customer relationships
3. Experience with major types of insurance plans, including automobile, fire, life, property, medical, etc., is a plus
4. Good knowledge of computers and statistical methods
5. Strong communication, presentation, and sales skills
6. Results-driven and able to work independently
7. High School Diploma/GED required; Certifications/Degree preferred