Life & Health Insurance Advisor

Coulter Services; Woodward (OK); Sur place; USD 40 000 - 60 000; Plein temps

Résumé du poste

Coulter Services in Oklahoma is seeking a Sales Associate to help individuals and families obtain life insurance and supplemental health coverage.

You will prospect leads, conduct needs-based consultations, present tailored solutions, and guide applicants through the application and onboarding process while ensuring regulatory compliance.

Join a customer-focused team that values integrity and proactive client service, with opportunities for growth in the life and health insurance portfolio.

Qualifications

• Prospect, qualify, and manage sales leads.
• Conduct needs-based consultations to identify customer requirements.
• Present tailored insurance solutions and explain coverage options.
• Guide applicants through the application process and support policy onboarding.
• Maintain ongoing client relationships and assist with policy changes.
• Ensure compliance with industry regulations and company standards.

Responsabilités

• Prospect, qualify, and manage sales leads.
• Conduct needs-based consultations to identify customer requirements.
• Present tailored insurance solutions and explain coverage options.
• Guide applicants through the application process and support policy onboarding.
• Maintain ongoing client relationships and assist with policy changes.
• Ensure compliance with industry regulations and company standards.

Connaissances

Motivated

Customer-focused

Sales mindset

Communication skills

Needs evaluation

Policy onboarding

Integrity

Compliance

Description du poste

Coulter Services in Oklahoma is seeking a Sales Associate to help individuals and families obtain life insurance and supplemental health coverage.

You will prospect leads, conduct needs-based consultations, present tailored solutions, and guide applicants through the application and onboarding process while ensuring regulatory compliance.

Join a customer-focused team that values integrity and proactive client service, with opportunities for growth in the life and health insurance portfolio.