What are the responsibilities and job description for the Health and Life Insurance Agent - Financial Firm - State College, PA position at Advisor Employee Services?
Health and Life Insurance Agent
Are you looking to expand your career and be part of a successful team? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, then we would like to talk to you! Our well-established and growing financial firm, Strong Tower Associates in State College, PA is seeking to add a Health and Life Insurance Agent to our team!
This Health Insurance Agent will have the opportunity to meet one one-on-one with the company’s referrals as well as existing clients. The ideal candidate for this role will be someone who enjoys building relationships and knows how to follow through with sales opportunities while providing superior client service; always putting the clients first. Initial duties include working alongside the main Advisor, servicing existing clients, making active outbound calls to set appointments with prospects and existing clients, and building relationships with clients.
Education/Experience:
- Life, Health, and Accident License required
- 2 years’ experience in working in Health Insurance sales role
Skills/Knowledge:
- Understanding of Medicare and Pennie plans
- Knowledge about programs and able to effectively answer questions
- Knowledge of Microsoft Office Suite basics (Word, Excel) and Gmail (mail and calendar)
- Excellent verbal and written communication skills and persuasive ability
- Self-motivated
- Excellent organizational skills
- Keen attention to detail
Responsibilities:
- Meet with prospective and existing clients to explain programs and plans
- Provide advice to clients on their individual insurance needs
- Complete and process applications for Medicare, Pennie, and life insurance plans
- Ensure a positive customer experience and satisfaction through relationship-building
- Attend seminars and client events
- Travel within Central PA to meet with clients (State College, Lewisburg, Lock Haven)
- Update the CRM system, and provide various reports to the main Advisor
Salary:
- $45,000-$65,000 based on experience
Benefits:
- Health insurance stipend
- Generous PTO
- Paid federal holidays
- 401(k) matching
- Half-days on summer Fridays
Hours:
- Monday – Friday: 8:00 am- 4:000pm
- Evening Seminars
Presented by Advisor Employee Services Thank you for your interest in the Health Insurance Agent role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided https://aesplacement.com/. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!
Salary : $45,000 - $65,000
