Life & Health Insurance Advisor | Client Relations & Growth

CLH Insurance Agency; Owosso (MI); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Bonus based on performance

Competitive salary

Health insurance

Opportunity for advancement

Paid time off

Training & development

Job summary

CLH Insurance Agency in Owosso, Michigan, is looking for a Financial Services Representative. This role centers on helping individuals and families with life and health insurance solutions. Responsibilities include educating customers about insurance options, conducting needs-based conversations to identify gaps in coverage, maintaining strong relationships, and supporting clients through the application process. Ideal candidates possess strong communication skills, a self-motivated approach, and must be able to obtain an Active Life & Health license. The agency offers a supportive environment for career growth.

Qualifications

• Must be able to obtain an Active Life & Health license; current licensees preferred.
• Strong communication skills to build relationships effectively.
• Ability to explain insurance coverage options clearly and relatably.

Responsibilities

• Educate customers on life and health insurance options.
• Conduct needs-based conversations to identify coverage gaps.
• Build and maintain relationships with customers through follow-ups.
• Support customers throughout the application process.
• Collaborate with the team to identify business gaps.

Skills

Strong communication and relationship-building skills

Ability to explain complex coverage options clearly

Self-motivated and goal-oriented

Education

Active Life & Health license

Job description

CLH Insurance Agency in Owosso, Michigan, is looking for a Financial Services Representative. This role centers on helping individuals and families with life and health insurance solutions. Responsibilities include educating customers about insurance options, conducting needs-based conversations to identify gaps in coverage, maintaining strong relationships, and supporting clients through the application process. Ideal candidates possess strong communication skills, a self-motivated approach, and must be able to obtain an Active Life & Health license. The agency offers a supportive environment for career growth.