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!
Salary : $68,987 - $198,954
