Life Insurance Sales Agent Trainee

Business Athletes Association; United States; On-site; USD 55,000 - 72,000; Full time

Benefits offered by this job

No Cold Calling

No Purchasing Of Leads

Job summary

Business Athletes Association seeks a Life Insurance Agent to grow client lists and onboard new clients. The role focuses on asset protection and insurance options for local and regional organizations, with no cold calling or lead purchases required.

The position offers a salary range of $55,000 to $72,000 per year, plus opportunities in health and life insurance fields. Strong communication and client-service skills are essential for success.

Qualifications

• Active Life & Health insurance license is a strong bonus.
• High school diploma or GED required; a Bachelor’s degree is a plus.
• Background in health or life insurance industries preferred.
• Excellent verbal and written communication skills required.

Responsibilities

• Identify new client insurance needs, schedule meetings for new customers, ensuring a personalized experience.
• Provide warm and professional onboarding for new and existing clients, including appointments and inquiries about eligibility and billing.
• Process current policyholders’ insurance claims while monitoring status of existing claims.
• Maintain databases, records, and bookkeeping, ensuring all paperwork is up to date.

Skills

Life & Health license

Client service

Communication skills

Sales experience

Education

High school diploma or GED

Bachelor's degree

Job description

We are looking for a chance to achieve new career heights on a dedicated, compassionate team of successful insurance agents. Our insurance agency is expanding and needs the help of a Life Insurance Agent to grow our list of prospective clients and onboard new clients.
We're directly responsible for handling asset protection and Insurance benefit options for Local, regional, and various organizations, including police departments, school board of education officials, and Multiple Government agencies at the local and state level. Also, our ideal candidate will embrace the opportunity to drive sales among existing clients and new clients through a mix of networking, referrals, PR marketing strategies, and social media platforms.
No Cold Calling.
No Purchasing Of Leads.
Compensation: $55,000 - $72,000 per year
Qualifications

• Active Life & Health insurance license is a strong bonus
• Client service experience as a sales representative a plus
• Candidates must have a high school diploma or GED; a Bachelor’s degree is a plus
• Background in the health insurance or life insurance industries preferred
• Excellent verbal and written communication skills required
  

Responsibilities

• Identify new client insurance needs, insurance risk, goals, current coverage, and financial situation by scheduling meetings for new customers, ensuring a personalized experience
• Provide warm and professional customer service while onboarding new clients and maintain existing clients, including booking appointments, inquiry response, insurance eligibility, claim submissions questions concerning billing and insurance policies
• Process current policyholders’ insurance claims while monitoring the status of existing insurance claims
• Maintain databases, records, and bookkeeping, ensuring all paperwork is up to date