Life & Health Insurance Advisor — Growth & Benefits

Julianainsurance

Farmers Branch (TX)

On-site

USD 45,000 - 75,000

Full time

14 days+

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Benefits offered by this job

Paid time off
Training & development
Vision insurance
401(k)
401(k) matching
Bonus based on performance
Dental insurance
Employee discounts

Job summary

Juliana Velez - State Farm Agent is seeking a qualified professional for the role of Life/Health Insurance Position. You will market Life/Health insurance services and products to help customers and their families and grow your income through effective sales and service.

You will offer life and health policies, perform needs analyses, explain policy features, assist with claims and changes, and build lasting relationships while staying compliant with regulations.

Qualifications

  • State life and health insurance license is required.
  • Strong communication and interpersonal skills are essential.
  • Ability to explain complex insurance products clearly to customers.
  • Sales experience, preferably in insurance.
  • Detail-oriented with excellent organizational skills.
  • Ability to build and maintain customer relationships over time.
  • Proficiency with insurance agency software.

Responsibilities

  • Offer life and health insurance policies to new and existing customers.
  • Conduct needs analysis to identify insurance products for customers.
  • Explain policy features, benefits, and exclusions to customers.
  • Assist customers with claims and policy changes.
  • Develop and maintain customer relationships.
  • Stay updated on industry trends and new product offerings.
  • Ensure compliance with state and federal regulations.

Skills

Communication skills
Interpersonal skills
Sales experience
Detail oriented
Customer relationship building

Education

State life & health insurance license

Tools

Insurance software

Job description

Juliana Velez - State Farm Agent is seeking a qualified professional for the role of Life/Health Insurance Position. You will market Life/Health insurance services and products to help customers and their families and grow your income through effective sales and service.

You will offer life and health policies, perform needs analyses, explain policy features, assist with claims and changes, and build lasting relationships while staying compliant with regulations.

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