Demo

Life Insurance Sales Agent

GFI - San Diego
San Diego, CA Full Time
POSTED ON 1/14/2025
AVAILABLE BEFORE 4/5/2025

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. Our ideal candidate is great with people, a naturally talented salesperson, and harbors incredible customer service skills and a passion for helping those in need. You’ll have an opportunity to help a thriving insurance team succeed and make a tangible difference in our clients’ lives every day. If this sounds like a job you’d love, apply now! Compensation :

86,000 - $100,000 yearly

Responsibilities :

  • Ensure all contracting paperwork is up to date while maintaining databases, records, and bookkeeping
  • 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
  • Expand our prospective customer base and market our insurance products via including networking, referrals, cold calling, and various marketing strategies to bring in new business
  • Process current policyholders’ insurance claims while monitoring the status of existing insurance claims
  • Evaluate new customers’ insurance needs, insurance risk, existing coverage, long-term goals, and financial status through consultations to create a tailored experience that exceeds expectations

Qualifications :

  • Possesses outstanding interpersonal and communication skills
  • Familiarity with the Microsoft Office suite
  • Client service experience as a sales representative a plus
  • Active Life & Health insurance license is a strong bonus
  • Previous health insurance or life insurance experience a plus
  • About Company

    At GFI, our mission is to change the way finances are looked at. With over 67 trillion dollars exchanging hands over the next decade, we facilitate financial education for people to make informed decisions about their finances. We believe in a holistic approach to financial empowerment fostering people's financial well-being and their ability to create positive change in their communities.

    Our vision is to empower 100 million families to achieve financial independence and gain control over their financial destinies. We will help more people become millionaires than any other company in history, and become the largest leadership movement in the industry with over 1 million licensed agents dedicated to helping families dream again!

    Salary : $86,000 - $100,000

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