What are the responsibilities and job description for the Insurance Agent position at Heartland Retirement Group?
Company Description
Heartland Retirement Group (HRG) is a premier retirement marketing organization providing insurance and financial solutions for clients in Arizona, Colorado, Iowa, Missouri, and Texas. As one of the leading distributors of senior health care options in the Midwest and beyond, HRG prides itself on having top-tier marketing systems to help agents, financial representatives, and managers achieve success. By partnering with several insurance companies, HRG ensures the availability of the best products and services to fit clients' needs. Our effective systems and inclusive culture are what drive individuals to join our team.
Role Description
This is a full-time hybrid role for an Insurance Agent based in Aurora, CO, with some work-from-home flexibility. The Insurance Agent will be responsible for offering insurance and financial solutions, conducting insurance sales, client consultations, and policy management. Daily tasks include building and maintaining client relationships, providing exceptional customer service, staying updated with industry trends, and ensuring client needs are met efficiently.
Qualifications
- Strong skills in Insurance Sales and thorough knowledge of Insurance Brokerage practices
- Experience in Finance and a solid understanding of insurance products
- Excellent Customer Service skills
- Ability to build and maintain client relationships effectively
- Strong written and verbal communication skills
- Ability to work independently and in a hybrid work environment
- Experience in senior health care solutions is a plus
- Bachelor's degree in Finance, Business, or a related field is preferred
