Job Description

Join Tredway Agency Inc, a leading insurance team committed to providing exceptional service in the thriving city of San Dimas. As a hybrid remote team, we prioritize work-life balance while delivering top-notch insurance solutions to our clients in the area, and across the US. We believe in empowering individuals to protect their loved ones and investments with tailored life insurance products that give peace of mind.

As our newest Life Sales Representative, you will play a crucial role in guiding clients through their insurance needs, educating them on available options, and ensuring they have adequate coverage for the future. Most of the sales will come from existing clients. At Tredway Agency Inc, we value a positive and inviting work environment that fosters growth, collaboration, and success for both our team members and clients.

If you are passionate about helping others, committed to excellence, and looking for a rewarding role in the insurance industry, Tredway Agency Inc is the perfect place for you. Apply now and start making a difference!

Benefits

Responsibilities

Responsibilities:

• Proactively connect through various channels with the buyers
• Most of the sales will be by working with existing clients
• Conduct thorough needs assessments to understand clients' financial goals
• Present and explain life insurance options in a clear and compelling manner
• Customize insurance plans to meet clients' specific needs and budget
• Provide exceptional customer service and build long-term relationships with clients
• Maintain accurate and up-to-date client records
• Collaborate with team members to achieve sales targets and share best practices
• Stay informed about industry trends, products, and regulations

Requirements

Requirements:

• Must live in California
• Active Life and Health insurance license or be willing to get one
• Excellent communication and interpersonal skills
• Ability to work independently and manage time effectively
• Strong problem-solving and negotiation abilities
• Proficient in using CRM software and other sales tools
• High level of integrity and ethical conduct
• Positive, inviting, and customer-oriented mindset