What are the responsibilities and job description for the Life Insurance Agent position at National Financial Planning Group?
A life insurance agent consults with clients and prospects to assess insurance needs, budget financial planning goals and other relevant details. Provides rate quotes and coverage recommendations and assists with long term planning. This professional’s job duties include:
- Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses and assets
- Offering strategic advice on insurance coverage based on the client's needs
- Performing market research to stay current with financial trends
- Maintaining compliance with all rules and regulations in the insurance industry
- Identifying and pursuing potential clients to maintain a strong client base
Skills and Qualifications:
- Knowledge of financial options, including investments, savings accounts and stock options
- Familiarity with the insurance industry is a plus
- Proficiency with word processing, spreadsheet and database software
- Analytical thinking skills and the ability to assess clients’ needs
- Excellent communication abilities, including writing, speaking and active listening
- Effective sales, presentation and customer service skills
- Good organization and time management skills
- Must be licensed or willing to obtain license within 30 days of hire
Job Type: Full-time
Supplemental Pay:
- Commission pay
Experience:
- Sales: 1 year (Preferred)
- Life insurance: 1 year (Preferred)
License/Certification:
- Life & Health Insurance License (Preferred)
Work Location: Hybrid remote in Savannah, GA 31401
