What are the responsibilities and job description for the Life Insurance Sales Agent position at Ironclad Wealth Partners?
Job Overview We are seeking a motivated and detail-oriented Insurance Agent to join our dynamic team. The ideal candidate will have a strong background in insurance sales and a passion for helping clients navigate their insurance needs. This role requires excellent communication skills, a customer-focused mindset, and the ability to work both independently and as part of a team. Bilingual candidates, particularly those fluent in Spanish or other languages, are highly encouraged to apply. Duties Develop and maintain relationships with clients to understand their insurance needs. Conduct thorough market research to identify potential clients and opportunities for growth. Provide expert advice on various insurance products. Assist clients with the completion of applications and documentation required for policy issuance. Engage in outside sales activities, including networking events and community outreach. Utilize telemarketing strategies to generate leads and follow up with prospective clients. Ensure compliance with HIPAA regulations and maintain confidentiality of client information. Collaborate with team members on sales administration tasks to streamline processes and improve efficiency. Stay updated on industry trends, products, and competitive landscape to provide informed recommendations. Requirements Proven experience in insurance sales or a related field is preferred. Strong understanding of benefits administration and various types of insurance products. Excellent interpersonal skills with the ability to build rapport with diverse clientele. Bilingual or multilingual proficiency is highly desirable (Spanish is a plus). Familiarity with sales administration processes and telemarketing techniques. Ability to work independently while also contributing effectively within a team environment. Strong organizational skills with attention to detail and accuracy in documentation. A valid insurance license may be required depending on state regulations. Join our team as an Insurance Agent where you can make a difference in people's lives while advancing your career in the insurance industry! Powered by JazzHR
