Sales Agent (Insurance)

Prt Financial; Statesboro (GA); Hybrid; USD 45,000 - 65,000; Full time

Job summary

Prt Financial seeks an Insurance Agent to meet with prospective clients, assess their needs, and collect application information. You will guide applicants through the insurance process in alignment with underwriting guidelines, with a mix of field and office-based work.

The role requires strong communication and interpersonal skills, attention to detail, and familiarity with CRM systems. A Life/Health license or ability to obtain one is preferred.

Qualifications

• High school diploma or equivalent; bachelor’s degree preferred.
• State license (Life/Health) or ability to obtain one.
• Strong communication and organizational skills.

Responsibilities

• Conduct client interviews to gather personal, financial, and medical information for applications.
• Explain insurance products, coverage options, and policy terms clearly.
• Assess risks and factors influencing underwriting decisions.
• Complete and submit applications in compliance with policies and regulations.
• Liaise between clients and underwriting to resolve questions or obtain information.
• Maintain accurate and confidential client records.
• Stay informed about industry trends, underwriting guidelines, and product updates.

Skills

Client communication

Sales experience

Interpersonal skills

Attention to detail

Education

High school diploma

Bachelor's degree preferred

Tools

CRM software

Job description

Position Overview

The Insurance Agent serves as the first point of contact between the insurance company and prospective clients, meeting with individuals to assess their insurance needs, collect application information, and evaluate initial risk factors. This role involves conducting in-person meetings ensuring applications are complete and accurate, and guiding clients through the insurance process in alignment with company policies and underwriting guidelines.

Key Responsibilities

• Conduct client interviews to gather personal, financial, and medical information for insurance applications.
• Explain insurance products, coverage options, and policy terms clearly and accurately.
• Assess potential risks and identify factors that may influence underwriting decisions.
• Complete and submit applications in compliance with company policies and industry regulations.
• Act as a liaison between clients and the underwriting department to resolve questions or obtain additional information.
• Maintain accurate and confidential client records.
• Stay informed about industry trends, underwriting guidelines, and product updates.

Qualifications

• High school diploma or equivalent; bachelor’s degree preferred.
• Prior experience in insurance sales, underwriting, or financial services is highly desirable.
• State insurance license (Life/Health) or ability to obtain one.
• Strong communication, presentation, and interpersonal skills.
• Detail-oriented with excellent organizational abilities.
• Proficient in using CRM software and digital applications for client management.

Work Environment

• Combination of fieldwork (meeting clients at their location) and remote/office-based work.
• May require evening or weekend availability to accommodate client schedules as needed.