Life & Health Insurance Advisor — Growth & Client Care

Insurewithbonnie; Clayton (NC); On-site; USD 40,000 - 70,000; Full time

Benefits offered by this job

Health insurance

Paid time off

Training & development

Vision insurance

401(k) matching

Bonus based on performance

Competitive salary

Dental insurance

Job summary

Bonnie Burns - State Farm Agent in Clayton, NC seeks a Life/Health Insurance Position Team Member to market life and health policies. You will advise clients on coverage options and help families secure financial protection with empathetic, customer‑driven service.

This role emphasizes sales experience, strong communication, and the ability to explain policy details, benefits, and exclusions. You will develop relationships, stay current on products, and ensure regulatory compliance while

Qualifications

• State life and health license required.
• Strong communication and interpersonal skills.
• Sales experience in insurance preferred.
• Detail-oriented with good organizational skills.
• Ability to build and maintain customer relationships.
• Explain complex products clearly.
• Familiarity 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

Sales experience

Communication skills

Interpersonal skills

Detail oriented

Customer relationships

Explain products

Agency software

Job description

Benefits:

• Health insurance
• Paid time off
• Training & development
• Vision insurance
• 401(k) matching
• Bonus based on performance
• Competitive salary
• Dental insurance

ROLE DESCRIPTION:
Bonnie Burns - State Farm Agent is seeking a qualified and empathetic professional for the role of Life/Health Insurance Position - State Farm Agent Team Member. As a customer-oriented professional, you will market Life/Health insurance services and products to help benefit customers and their families. Your sales experience equips you to continually grow your income as you help customers with options for needed security for times of distress and vulnerability.

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.

QUALIFICATIONS:

• State insurance license for life and health insurance.
• Communication and interpersonal skills.
• Ability to understand and explain complex insurance products.
• Sales experience, preferably in insurance.
• Detail-oriented with excellent organizational skills.
• Ability to build and maintain customer relationships.
• Proficiency with insurance agency software.