Relationship-Driven Life & Health Insurance Pro

Devin Graham State Farm; Traverse City (MI); Sur place; USD 45 000 - 75 000; Plein temps

Avantages offerts par ce poste

Opportunity for advancement

Paid time off

Training & development

401(k)

Bonus based on performance

Competitive salary

Flexible schedule

Résumé du poste

Devin Graham - State Farm Agent is seeking a motivated Life/Health Insurance Specialist to help individuals and families protect what matters most with personalized insurance solutions.

This role rewards relationship-building, education, and clear guidance on coverage, while offering career growth and income potential within a supportive, team-oriented environment in Traverse City.

Qualifications

• Active Life & Health license required.
• Experience in life, health or Medicare supplement insurance preferred.
• Ability to build rapport and lasting client relationships.
• Strong communication, presentation and consultative sales skills.
• Self-motivated with a goal-oriented mindset and strong work ethic.
• Ability to explain complex insurance concepts clearly.
• Excellent organizational and follow-up skills.
• Comfortable using CRM systems and agency technology platforms.

Responsabilités

• Generate new business through networking, referrals, and lead follow-up activities.
• Conduct needs-based conversations to identify life, health, and Medicare solutions.
• Educate clients on policy options, coverage benefits, and long-term protection strategies.
• Help Medicare-eligible clients understand supplement options and fit policies to budgets.
• Build and maintain strong relationships with new and existing customers.
• Review existing coverage and identify opportunities to better protect clients and families.
• Follow up with prospects and clients to ensure an exceptional customer experience.
• Stay current on industry trends, product offerings, and regulatory requirements.
• Maintain accurate client records and ensure compliance.

Connaissances

Life & Health license

Insurance sales

Client relationships

Communication skills

Presentation skills

Consultative selling

Self-motivation

Explain complex concepts

Organization & follow-up

CRM proficiency

Description du poste

Benefits:

• Opportunity for advancement
• Paid time off
• Training & development
• 401(k)
• Bonus based on performance
• Competitive salary
• Flexible schedule

ABOUT OUR AGENCY:
Our agency is a close-knit team that genuinely enjoys working together — and we’re the kind of group that’s friends outside of the office, too. The atmosphere here is laid back and positive, but we’re still serious about results. We set clear goals and quotas, and we expect our team to hit them the right way — ethically, consistently, and with great service. You won’t find micromanagement here, just support, accountability, and the freedom to do your job well.

We also believe work should be a place you enjoy coming to. From our in-office massage chair to Tuesday team meetings with lunch provided, we focus on keeping the culture strong while we keep pushing forward. We’re proud to be a President’s Club, Exotic Travel agency, and we love celebrating wins as a team.

For our team, we offer a 401k and we cover licensing costs. If you’re looking for a team that works hard, stays grounded, and has fun doing it, you’ll fit right in here.

ROLE DESCRIPTION:

Devin Graham - State Farm Agent is seeking a motivated and relationship-driven professional to join our team as a Life/Health Insurance Specialist. In this role, you'll help individuals and families protect what matters most by providing personalized life, health, and Medicare supplement insurance solutions.

This is an opportunity for someone who enjoys building relationships, educating clients, and helping people make informed decisions about their coverage while growing their own career and income potential. If you're passionate about helping people, driven by results, and enjoy meaningful conversations, we'd love to connect with you.

RESPONSIBILITIES:

• Generate new business through networking, referrals, and lead follow-up activities.
• Conduct needs-based conversations to identify appropriate life, health, and Medicare supplement insurance solutions.
• Educate clients on policy options, coverage benefits, and long-term protection strategies.
• Help Medicare-eligible clients understand Medicare supplement coverage options and select policies that fit their needs and budget.
• Build and maintain strong relationships with new and existing customers.
• Review existing coverage and identify opportunities to better protect clients and their families.
• Follow up with prospects and clients to ensure an exceptional customer experience.
• Stay current on industry trends, product offerings, and regulatory requirements.
• Maintain accurate client records and ensure compliance with state and federal regulations.

QUALIFICATIONS:

• Active Life & Health insurance license will be required.
• Previous insurance sales experience preferred, particularly in life, health, or Medicare supplement insurance.
• Proven ability to build rapport and develop lasting client relationships.
• Strong communication, presentation, and consultative sales skills.
• Self-motivated with a goal-oriented mindset and strong work ethic.
• Ability to explain complex insurance concepts in a clear and relatable manner.
• Excellent organizational and follow-up skills.
• Comfortable using CRM systems and agency technology platforms.